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Wages are the next battleground for policy. Pendal’s TIM HEXT explains how it will play out and what it means for investors THE upcoming federal election will determine if it’s…
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The US Federal Reserve is expected to start raising rates next month. Pendal’s TIM HEXT explains how the rate hike cycle is likely to play out in Australia The March…
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The volatile start to 2022 is bringing opportunity in global equities. In this fast podcast, Pendal’s NUDGEM RICHYAL, co-manager of Pendal Global Select Fund, explains how he is approaching the…
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Deep, country-level analysis is critical in emerging markets investing, says Pendal’s James Syme. India and Mexico are two examples of countries with hidden strengths Conventional wisdom says India, Mexico should…
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THE rapid growth of government-backed impact bonds is creating new opportunities for investors to earn stable, safe returns while doing good, says Pendal’s Murray Ackman. Find out about Regnan Credit…
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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. Find out about Crispin’s Pendal Focus Australian…
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Rising oil and gas prices mean boom times for emerging market energy exporters such as Brazil, Mexico and Russia, says Pendal EM manager JAMES SYME Rising oil prices are lifting…
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In this fast podcast, Pendal’s head of income AMY XIE PATRICK explains the different components of bond yields and what they are indicating for 2022 An excerpt from this podcast…
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Australia’s national border will finally re-open on February 21. TIM HEXT explains how the economy will respond THIS week brought news of the re-opening of our borders on February 21 –…
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Sustainable investors may receive APRA letters informing them that their super fund has failed a performance test — even though it’s doing precisely what was intended. Pendal’s ANTHONY SERHAN explains…