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Demand for industrial office space is strong at the moment, but keep an eye on office property too, say Pendal property investment managers Pete Davidson and Julia Forrest Industrial real…
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Risk is a constant theme for investors and is never more front of mind than amid a once-in-a-generation bull market. Investors wary of market rally ending But risk pricing indicates…
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Here are the main factors driving Australian equities this week plus the key points of August reporting season from our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams >>…
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The national accounts show potential for a solid 2022 when economies reopen and we learn to live with Covid, writes Tim Hext in his weekly bond, income and defensive strategies…
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Investors expect China may turn its regulatory spotlight on property after tightening industries such as education. Pendal’s Samir Mehta explains the outlook China seeking to reduce cost of living pressures…
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Global energy and financial stocks have been unloved, but as inflation comes through it’s time to take another look. Pendal’s head of global equities Ashley Pittard explains why Financials and…
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Climate change investing tends to focus on removing carbon from portfolios or helping companies decarbonise. But a third opportunity — investing in adaptation — is often overlooked. Regnan’s Alison George…
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Retail landlords have borne the brunt of lockdowns, but investor sentiment towards the sector is turning positive, say Pendal’s Pete Davidson and Julie Forrest Retail was improving ahead of current…
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Here are the main factors driving Australian equities this week according to Pendal’s head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. WE HAVE seen positive developments on two fronts…
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We’re getting ready to live with Covid — and we’re getting ready to spend again, writes Tim Hext in his weekly bond, income and defensive strategies outlook THIS WEEK New…