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One of 2021’s takeaways is that Covid is cyclical, says Pendal’s JAMES SYME. That means investors should be on the look-out for opportunities among over-sold reopening stocks Sell-off in the…
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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 Murray’s Pendal Focus…
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When rates start going up, how far will they go? It’s a question Pendal’s head of government bond strategies TIM HEXT has been thinking about a lot lately WE have…
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Omicron is adding uncertainty to investing at the moment. Here Pendal portfolio manager Samir Mehta discusses how to approach investing in periods of doubt Investors face weeks of uncertainty with…
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CHINA’S property-led economic slowdown shows no sign of ending. In this week’s The Point podcast, Pendal portfolio manager Amy Xie Patrick explains what that means for Australian investors: An excerpt from…
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What’s the role of fixed income in portfolios right now? Here’s a quick snapshot from Pendal’s head of income strategies AMY XIE PATRICK IT’S been a tough year for fixed…
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Pendal’s head of equities Crispin Murray and his team have access to Omicron analysis from a variety of leading virologists and epidemiologists. Here are Crispin’s observations so far. NEAR TERM,…
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The tight labour market demonstrates how ESG-related policies such as diversity and inclusion impact “real-world” business functions. Regnan’s ALISON EWINGS explains Tight labour markets make it hard to hire Refocusing…
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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 emergence of Omicron halted a week of positive…
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A monthly insight from James Syme and Paul Wimborne, managers of Pendal’s Global Emerging Markets Opportunities Fund WE have seen high inflation prints across the world in recent months. Meanwhile,…