Julia Forrest: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week according to Pendal portfolio manager JULIA FORREST. Reported by portfolio specialist Chris Adams. LAST week was a big one for macro…
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Mainstream Online Web Portal
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Advisers will also have access to view their clients’ accounts online via the secure web portal.
News
Steve Campbell: The call for rate cuts appears premature
What does today’s Australian inflation data mean for investors? Pendal’s head of cash strategies STEVE CAMPBELL explains the numbers and what they mean for rate cuts CALLS for rate cuts in…
Pendal named in Fund Manager of the Year awards
PENDAL has been named as a finalist in three categories of the 2024 Money Management / Lonsec Fund Manager of the Year awards. OUR investment teams were recognised in: Each…
Jim Taylor: What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week according to portfolio manager JIM TAYLOR. Reported by investment specialist Jonathan Choong THE stock market fell for the third week in…
Emerging Markets: Mexico and Brazil could benefit from bigger-than-expected rate cuts
Pendal’s emerging markets team expects significant interest rate cuts in Mexico and Brazil, increasing their attractiveness. Pendal Global Emerging Markets Opportunities fund co-manager JAMES SYME explains ONE of the reasons…
TIM HEXT: Investors should position now for lower rates later this year
Consumer inflation accelerated faster expected in the US this week, while wholesale price rises were more moderate. Pendal’s head of government bonds TIM HEXT explains what it means for investors…
Elise McKay: What’s driving ASX stocks this week
Here are the main factors driving the ASX this week according to Aussie equities analyst ELISE MCKAY. Reported by portfolio specialist Chris Adams A NUMBER of new data points show the…
Tim Hext: An upgrade to the financial system’s plumbing
The RBA looks set to re-build our financial system’s plumbing. Pendal’s head of government bond strategies, TIM HEXT, explains what it could mean for investors THE plumbing of Australia’s financial system is a…
Private debt vs. public bonds: why it’s time to re-examine the traditional role of fixed income
Private credit has its place in portfolios. So do bonds. As rates normalise, investors would do well to remember those roles are different, writes Pendal head of income strategies Amy…
AMY XIE PATRICK: How to manage fixed income portfolios in this environment
As investors prepare for lower rates, our head of income strategies AMY XIE PATRICK sat down with portfolio specialist DALE PEREIRA to answer some common client questions DALE PEREIRA (Pendal’s…