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China’s new hard-line ideological approach introduces risks that most investors have no experience with, warns Pendal’s SAMIR MEHTA Xi Jinping’s new terms elevates risk for investors ‘An environment that has…

There are signs that inflation has peaked and is due to come off in the next few quarters – which means owning bonds could be compelling around Q2 2023, says…

Trend, valuations and the economy are the key measures when deciding if it’s time to re-enter the market, says MICHAEL BLAYNEY Bond, equities closer to fair value Opportunity to rebalance…

Australians should prepare for another 25-point rate hike next month before policy tightening slows in the new year, says Pendal’s head of cash strategies STEVE CAMPBELL THE US Fed hiked…

Some Chinese stocks are looking good value. But you need to think differently about value investing in emerging markets explains PAUL WIMBORNE Important catalysts to realise value are missing in…

Here are the main factors driving the ASX this week according to portfolio manager OLIVER RENTON. Reported by portfolio specialist Chris Adams MARKET sentiment continued to pick up last week despite…

What do this week’s Budget and inflation numbers — and next week’s likely 25-point rate rise — mean for investors? TIM HEXT explains in this fast podcast You can also…

As ESG interest grows, investors are becoming aware of the threat ‘greenwashing’. Here are some tips from Pendal senior risk and compliance manager Diana Zhou and investment analyst Elise McKay…

Here’s a quick take from Pendal Aussie equities portfolio manager BRENTON SAUNDERS CONFIRMATION of Xi Jinping’s third term as China’s leader last weekend wasn’t surprising, but the degree of his…

What does this week’s big inflation number mean for rates? Here’s a snapshot from Pendal’s head of cash strategies STEVE CAMPBELL WEDNESDAY’S 7.3 per cent headline inflation number was the…