Jim Taylor: What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week according to portfolio manager JIM TAYLOR. Reported by portfolio specialist Chris Adams LAST week saw the release of highly anticipated January…
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Mainstream Online Web Portal
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Tim Hext: January inflation – a low point, for now
January data suggests inflation continues to moderate. But we shouldn’t read too much into this better-than-expected outcome, writes Pendal’s head of government bond strategies TIM HEXT THE January inflation numbers…
Crispin Murray: What’s driving markets this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by investment specialist Chris Adams LAST week was quiet on the macro…
Brenton Saunders: Three mid-cap themes that ASX investors should consider
Amid the noise from earnings season, long-term mid-cap trends continue to provide opportunities for investors. Pendal PM BRENTON SAUNDERS explains MOST equities investors know they need to look beyond the…
Are we getting over-confident on falling inflation? Tim Hext reviews the evidence
Investors have been getting used to good news on inflation. But does the latest data suggest we’re getting ahead of ourselves? Pendal’s head of bond strategies TIM HEXT reviews the…
Alan Polley: A hard landing is looking less and less likely. Here’s the evidence
A surprise rebound in the economic outlook is defying expectations of recession. Pendal portfolio manager ALAN POLLEY explains why we’re withstanding higher interest rates GLOBAL economic growth remains resilient despite…
ASX earnings season: Opportunities to be found in industrials
Despite some negative surprises among ASX industrials this earnings season, there are still opportunities for stock pickers. Pendal analyst ANTHONY MORAN explains his approach THERE have been plenty of negative…
ASX outlook: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to portfolio manager RAJINDER SINGH. Reported by portfolio specialist Chris Adams GLOBAL equity markets took a breather last week, while…
On-demand webinar: How to conquer the interest rate peak
What’s next for rates and how should fixed-interest investors be positioned? CommBank chief economist STEPHEN HALMARICK and Pendal’s head of government bonds TIM HEXT discuss their views in a new…
Amy Xie Patrick: How to manage fixed income portfolios in a turning-point year
Reckon you’ve got 2024 figured out? Stay on your toes, because markets could go in any direction this year. Pendal’s head of income strategies AMY XIE PATRICK explains her thinking…