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Get set for a 2024 that flips the script on the story of 2023, with the end of big tech outperformance and a resurgent Japanese yen. CHRISTOPHER LEES explains The…
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Some billionaires argue diversity, equity and inclusion policies are a bad thing – and could even cause plane crashes. Pendal’s MURRAY ACKMAN explains why they’re wrong AMERICAN billionaires seem to…
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The Reserve Bank played a straight bat on rates, as expected. Here’s what it means for investors, according to our head of cash strategies STEVE CAMPBELL No change to the…
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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 LAST week was a big one for economic data…
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The latest quarterly CPI data shows inflation is on the right path. But there’s still more work to do, writes Pendal’s head of government bond strategies, TIM HEXT Inflation on…
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Rebalancing is a critical part of portfolio management, and after a strong 2023 investors should take a moment to consider their asset allocation, says Pendal’s head of multi-asset MICHAEL BLAYNEY…
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Here are the main factors driving the ASX this week, according to Pendal portfolio manager PETE DAVIDSON. Reported by investment specialist Chris Adams THE US market continues to hit all-time highs…
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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 investment specialist Chris Adams US equities (S&P 500) gained 1.19% last…
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The US election will take the spotlight, but EM investors need to keep tabs on dozens of other national polls this year. Here’s an overview from Pendal’s Emerging Markets team…
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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 investment specialist Jonathan Choong THERE was nothing to de-rail the market’s…