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Shorting bonds may no longer be the best trade, argues Pendal’s head of income strategies AMY XIE PATRICK IN the final weeks leading up to the US election, political pollsters…
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Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams THE post-election rally in equities hit the…
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Pendal’s Global Emerging Markets Opportunities team remains positive about China’s property sector. Here they explain why CHINA remains the most interesting emerging market from a top-down standpoint. Here we focus…
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The latest wages data supports the rate cut case, but markets are too focused on Trump, says head of government bond strategies TIM HEXT SEPTEMBER quarter wages data (the Wage Price…
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Closing gender pay gaps would bring significant benefits to the Australian economy – and to investors, argues Pendal’s ELISE McKAY CLOSING gender pay gaps could significantly boost Australia’s economy, potentially…
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In its latest impact report, sustainable investor Regnan reviews the key drivers influencing its decisions and outlines its portfolio, engagement and voting activity GENERATIVE AI technology has heavily influenced markets…
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Anyone looking at policy easing in the near term will be left disappointed, says head of cash strategies STEVE CAMPBELL THERE was no change from the Reserve Bank of Australia…
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Here are the main factors driving the ASX this week according to portfolio manager JIM TAYLOR. Reported by investment specialist Chris Adams THERE was not enough in Australian economic data last…
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While there’s little chance of a rate cut before February, Pendal’s head of government bond strategies TIM HEXT sees some value in bonds today. He explains in our latest fast…
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Asset managers who engage with investee companies achieve better outcomes for investors and the community, argues Regnan’s Laura Sheehan IT’S NO surprise that corporate engagement and shareholder action have become…