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Recent billion-dollar sporting team deals demonstrate why it’s important to be selective when choosing global equities. Pendal’s ASHLEY PITTARD explains Choose the top one or two stocks in a sector…
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Looking for exposure to AI? Go beyond big tech and look for companies using the technology to improve efficiency or build competitive advantage, says senior Pendal global equities analyst SUE…
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One way to get exposure to the post-Covid tourism growth story is via plane manufacturers. Pendal global equities PM ASHLEY PITTARD explains Paris Air Show demonstrates strong demand Major manufacturers…
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Investors often overlook European markets due to outdated assumptions. But the new Europe is a fast-growing, cheap play on global themes, argues PAUL WILD New Europe less cyclical, higher growth…
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China’s property sector woes continued this week as another big property developer found itself in trouble. AMY XIE PATRICK explains Take caution with China’s latest property signal Why bonds, why…
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The long-forecast US recession has been delayed once again, says ASHLEY PITTARD, who heads up Pendal’s Global Equities investment team Capex spending to boost economy Tech stocks selection critical Find…
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The AI boom sweeping stocks has all the makings of another market mania. That means caution is required – but there are also useful lessons for investors, says Pendal’s SAMIR…
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A new generation of weight-loss drugs has the potential to fight the obesity epidemic. Regnan analyst MAXIME LE FLOCH explains more Obesity affects one billion people worldwide New treatments are…
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Barbie and Oppenheimer may be breaking box office records right now, but Hollywood is a complex environment for investors. SUE SCOTT explains what to look for Movie industry a challenge…
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A new signal from China caused excitement among investors this week. AMY XIE PATRICK explains what it means Take caution with China’s latest property signal Why bonds, why now? Pendal’s income…