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A ‘normalisation’ of economic conditions means it’s time for investors to reassess how they think about risk, argues Pendal multi-asset PM ALAN POLLEY Expect ‘more normal’ monetary policy in coming…
Australian bonds are looking attractive, particularly if inflation can be brought under control, says Pendal’s head of multi-asset MICHAEL BLAYNEY Aussie bonds attractive against peers Low cash rate weighing on…
With moderating inflation as the trend of the year, investors can be more assured in their bond allocation, argues Pendal assistant PM ANNA HONG Why bonds, why now? Find out…
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’s Pendal Focus Australian…
Pendal equities analyst ELISE MCKAY is bullish on data centre stocks. But some are better positioned than others. Here’s why. Generative AI putting pressure on data centres Power and water…
Pendal portfolio manager BRENTON SAUNDERS outlines three mid-cap themes that look good right now Oil, renewables and uranium provide opportunities Data centres, battery materials worth considering Find out about Pendal…
China equities are not about to outperform the broader emerging markets benchmark. But there are opportunities if you know where to look, argues Pendal’s JAMES SYME Over-reaction in some parts…
Bond markets believe the RBA will join other central banks in an extended pause after this week’s rate rise. Pendal’s STEVE CAMPBELL explains Why bonds, why now? Hear more from…
Bond yields are hitting multi-year highs. Why is it happening and what’s next? Pendal’s head of government bond strategies TIM HEXT explains in our latest fast podcast You can also…
Equities investors have focused on operating cost inflation in recent years. Now it’s time to think more about capital expenditure, argues Pendal equities analyst ANTHONY MORAN Investors should focus on…
