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The Point
Quick, actionable insights for investors
Australian Equities
Crispin Murray: What’s driving the ASX this week?
Rajinder Singh: What’s driving Aussie equities this week?
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Rajinder Singh: What’s driving Aussie equities this week?
Why ASX-listed small caps look set to outperform
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Why ASX-listed small caps look set to outperform
The prospect of rate cuts over the remainder of 2025 should continue buoying ASX small caps, argues Pendal PM Lewis Edgley.
Markets are increasingly confident that lower interest rates will help Australia avoid a prolonged economic downturn, with support from strong employment and continued immigration.
That kind of macro-economic background has traditionally been positive for smalls, which are more cyclical and growth-oriented than their larger counterparts – and hence tend to outperform during periods of monetary easing.
“We know from experience that when rates go down, small caps as a category tend to outperform large caps,” says Lewis.
Investors are sometimes turned off by the performance of the benchmark ASX Small Ordinaries index, which has lagged large caps in recent decades.
But the Small Ords is ahead so far this year and there are always good opportunities for active managers with time and resources, he says.
“If you do it well, there’s a huge opportunity to add value and beat the broader market return, while benefiting from diversification.”
Lewis gives an example here
Jim Taylor: What’s driving the ASX this week?
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Jim Taylor: What’s driving the ASX this week?
Elise McKay: What’s driving equities this week?
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Elise McKay: What’s driving equities this week?
Here are the main factors driving the ASX this week, according to Aussie equities analyst and portfolio manager ELISE MCKAY and reported by head investment specialist CHRIS ADAMS
Read Pendal’s latest weekly equities overview.
What’s driving ASX stocks this week?
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What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week, according to Pendal portfolio manager PETE DAVIDSON. Reported by investment specialist Chris Adams.
When ‘liberation day’ became ‘liquidation day’: Crispin Murray on how to invest in a Trump world
Jim Taylor: What’s driving the ASX this week
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Jim Taylor: What’s driving the ASX this week
What’s driving ASX stocks this week?
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What’s driving ASX stocks this week?
Aussie equities: Where to look for opportunity in volatile markets
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Aussie equities: Where to look for opportunity in volatile markets
Where to look for opportunity in volatile markets buffeted by Donald Trump’s trade wars, spending cuts, and geopolitical brinkmanship?
The trick is to identify companies that are strongly in control of their own destiny – and therefore less susceptible to market turmoil, says Pendal Aussie equities analyst Anthony Moran.
Beyond the chaos, opportunities abound in companies simply getting on with business – cutting costs, expanding margins and lifting market share, says Anthony.
“You want to lean into idiosyncratic upside – upside that won’t be derailed by macroeconomics or the business cycle,” he says.
In a new article Anthony gives examples of ASX-listed stocks led by management teams with the capability to control their own destiny.
For example, BlueScope Steel (ASX: BSL) is a beneficiary of US tariffs (it owns US-based steel-making facilities) and is undertaking cost savings.
Packaging giant Amcor (ASX: AMC) is also insulated from trade tariffs and focuses on low-volatility sectors. Pendal invests in both.
Crispin Murray: What’s driving the ASX this week?
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Crispin Murray: What’s driving the ASX this week?
Crispin Murray: Uncertainty creates mis-pricing and opportunity for active investors
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Crispin Murray: Uncertainty creates mis-pricing and opportunity for active investors
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