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Here are the main factors driving the ASX this week according to portfolio manager Jim Taylor. Reported by portfolio specialist Chris Adams THE US CPI print, which dominated headlines last week,…
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A monthly insight from James Syme, Paul Wimborne and Ada Chan, co-managers of Pendal’s Global Emerging Markets Opportunities Fund ONE of the main drivers of global financial markets in 2022…
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An equity markets rally is more likely to be led by quality growth stocks than cyclical value stocks, argues Pendal’s CHRIS LEES Pendal’s Chris Lees is 50% bullish and 50%…
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Waiting for a market inflection point? Pendal’s BRENTON SAUNDERS outlines a few issues to watch GLOBAL markets are down in 2022 as the US Fed tightens monetary policy to tackle…
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Bonds can be an appropriate investment in a hiking cycle – as long as you know what to look for, argues Pendal’s head of income strategies AMY XIE PATRICK You…
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How are different asset classes faring in these rough economic conditions? Here’s a quick snapshot from our multi-asset chief Michael Blayney Opportunities in REITs and infrastructure Be ready to shift…
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Earnings season is getting underway in the US. Senior global equities analyst SUE SCOTT outlines what investors can expect this quarter US Q3 earnings have kicked off Post-Covid adjustment still…
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In the current environment tightening must come from a big reduction in government spending to support private sector growth, says assistant portfolio manager Anna Hong THE RBA’s Financial Stability Review…
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Here are the main factors driving the ASX this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. Crispin Murray: Why bringing together Pendal and…
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How can investors identify promising Emerging Markets? Watch where the tourists go, says Pendal’s PAUL WIMBORNE Tourism data provides a useful EM snapshot Mexico a standout, Thailand in a slump…