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Here’s what’s driving Australian equities this week according to Pendal’s head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. THE FIRST week of reporting season was largely positive, helping Australian…
As State-based Covid strategies diverge we’re looking less and less like a federation. What does this mean for investors? Tim Hext explains in his weekly bond, income and defensive strategies…
The latest UN climate change report offers important clues for investors seeking to understand portfolio risks and investment opportunities. Pendal’s Edwina Matthew explains Key points THE UN’s latest Climate Change report made headlines…
Investors need to work together to drive positive change since many pressing problems can’t be solved at a portfolio or company level, finds Regnan its annual Engagement Impact Report Climate…
After decades as an underperformer among equity markets in the developed world, investing in Europe is once again looking attractive, says Pendal’s Paul Wild. Carbon-neutral push is moving the spotlight…
The United Kingdom looks as “good as I’ve seen in the 30 years I’ve been working in it”, says Pendal Group’s Clive Beagles. Equities in the UK may be significantly…
Here’s what’s driving Australian equities this week according to Pendal’s head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. Find out about Crispin Murray’s Pendal Focus Australian Share Fund Concerns…
Here’s our weekly Bond, Income and Defensive Strategies note from Pendal portfolio manager Tim Hext. THE latest RBA statement on monetary policy is a great read, not just for thoughts…
The cement industry accounts for about 8 per cent of global greenhouse gas emissions. French-based Hoffmann Green Cement has a potentially lucrative solution Innovative solution to one of the biggest…
Quality oil and gas companies are transforming. That’s where opportunities lie says Pendal’s head of global equities, Ashley Pittard. There are strong earnings tailwinds behind oil companies Buying into transforming…
