Nvidia’s goldmine needs shovel-makers. Here’s one place to find them
There are no Asian equivalents of the AI-driven ‘Magnificent Seven’ US tech stocks. But there are AI opportunities in Taiwan if you know what to look for. J O Hambro’s…
Close
Leave Feedback
Welcome to the new btim.com.auTake a two minute tour to see what we've changed
Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.
Mainstream Online Web Portal
LoginInvestors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
News
Vice versa: why 2024 is set to rewrite the story of 2023
Get set for a 2024 that flips the script on the story of 2023, with the end of big tech outperformance and a resurgent Japanese yen. CHRISTOPHER LEES explains The…
Global equities: where to hunt for smalls and midcaps
With interest rates peaking, and depressed valuations, small and mid-cap stocks could be poised to outperform, argues Regnan’s TIM CROCKFORD Small, mid cap valuations depressed Europe, Japan, Indonesia, Brazil best…
What we learned from OpenAI’s failed coup: don’t bet against capitalism
The turmoil at OpenAI suggests investors are better off ignoring ideology and sticking to tested principles that make markets work – profits and self-interest. SAMIR MEHTA explains Parallels between OpenAI…
Pendal’s head of income reveals a high-conviction call and a non-consensus view for 2024
Markets are pricing in a soft landing, but in a new Bloomberg webinar, Pendal’s head of income strategies AMY XIE PATRICK argues a US recession is not off the table…
Global equities: How to navigate investing in a higher-rates world
Higher interest rates are already flowing through to company reports. But have investors adjusted to the new reality? SAMIR MEHTA outlines strategies for a higher-rates world Higher rates are changing the game…
Elise McKay: Don’t be fooled into thinking AI has run its course
Market sentiment may have dipped on US tech and AI stocks. But Pendal equities analyst ELISE McKAY has no doubt AI technology will be an enduring investment theme. SENTIMENT is…
Impact investing: How GLP-1 drugs could affect sectors outside healthcare
A drug designed for diabetes — and increasingly used in weight control — has the potential to change the economics of not just healthcare, but many other sectors. Regnan’s MAXIME…
China’s economy is showing signs of recovery. Here’s how our fixed income team is responding
China’s outlook is one of the most important factors investors need to weigh up right now. Here our head of income strategies AMY XIE PATRICK analyses the latest signals New…
How to assess company management: four tales from Asia
How managers respond to challenges sometimes defines a company’s success. Faced with similar circumstances, some managers take very different paths. SAMIR MEHTA explores four examples Strong management critical to a…