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For ASX mid-cap investors, three mega-trends remain central to markets, says Pendal portfolio manager Brenton Saunders THREE major trends continue to underpin ASX investing in 2024, says portfolio manager Brenton…
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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 A BOUNCE-BACK in equities accelerated last week…
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The past few years have played havoc with market assumptions. Here, Pendal’s AMY XIE PATRICK explains what’s really going on with inverted yield curves and other misunderstood investing concepts THE…
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What is the state of play in China? Head of income strategies AMY XIE PATRICK offers an overview of China’s recent Third Plenum and the implications on world economies. IN China,…
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What does the recent global market volatility mean for emerging markets investors? Here’s an update from Pendal’s Global Emerging Markets Opportunities team WE’VE seen significant volatility in global financial markets…
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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 MARKETS were volatile last week, driven by the blow-off…
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Pendal’s head of income strategies, AMY XIE PATRICK, explains what the recent market volatility means for fixed-income investors BIG market moves have rocked sentiment since the beginning of August. The…
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Australia is still unlikely to join the rate-cutting club before 2025, argues Pendal’s head of cash strategies, STEVE CAMPBELL THE Reserve Bank left rates unchanged this week as expected, but…
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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 LAST week saw a significant shift in…
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Today’s inflation numbers mean the rate-cut window is open in Australia from early next year. Pendal’s head of government bond strategies, TIM HEXT, explains why TODAY’S 1% quarterly CPI number would not…