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Tariffs, trade and AI are the big stories driving markets. But with investors increasingly focused on global themes, opportunities are emerging at home on the ASX, says CRISPIN MURRAY NARRATIVE-DRIVEN…
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Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams THE walk-back of US-China tariffs has reinforced…
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Here are the main factors driving Australian equities this week, according to portfolio manager JIM TAYLOR. Reported by head investment specialist Chris Adams POSITIVE developments on US-China trade and a decent…
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Here are the main factors driving the ASX this week, according to analyst and portfolio manager ELISE McKAY. Reported by head investment specialist Chris Adams THE market has taken some comfort…
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Here are the main factors driving the ASX this week, according to Pendal portfolio manager PETE DAVIDSON. Reported by investment specialist Jonathan Choong LAST week, we witnessed peak uncertainty with daily changes…
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Here, Pendal’s head of equities Crispin Murray dissects the key questions for investors and explains how to respond following the latest slew of US tariffs PRESIDENT Trump went hard on tariffs,…
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Here are the main factors driving Australian equities this week, according to portfolio manager JIM TAYLOR. Reported by head investment specialist Chris Adams MEASURES of economic policy uncertainty are approaching four-decade…
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Here are the main factors driving the ASX this week, according to portfolio manager OLIVER RENTON. Reported by portfolio specialist Chris Adams A QUARTER AGO, the market had strong momentum, favourable…
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In a volatile world, equities investors should seek out businesses that are taking control of their own destiny, argues Pendal equities analyst ANTHONY MORAN THE market turmoil triggered by Donald…
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Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams GROWTH concerns triggered by policy uncertainty remain…