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ASX-listed accounting software provider Xero recently held its major Xerocon conference in Sydney. Pendal equities analyst ELISE McKAY attended. LIVE WEBINAR SEP 7: Register for Crispin Murray’s bi-annual Beyond The Numbers webinar Find…
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Australia is in a ‘per-capita recession’, which means economic growth is not keeping pace with population growth. TIM HEXT explains the problem and what’s likely to happen next Why bonds,…
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The RBA has again left the cash rate unchanged at 4.1% — which is where it’s likely to remain for the rest of the year, argues Pendal’s head of cash…
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Here are the main factors driving the ASX this week according to Aussie equities analyst ELISE MCKAY. Reported by portfolio specialist Chris Adams LIVE WEBINAR SEP 7: Register for Crispin Murray’s…
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AI developers need power-hungry computer chips. Companies developing more energy-efficient chips are poised for strong growth. MAXIME LE FLOCH explains Climate concerns from AI energy use New tech can improve…
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Recent billion-dollar sporting team deals demonstrate why it’s important to be selective when choosing global equities. Pendal’s ASHLEY PITTARD explains Choose the top one or two stocks in a sector…
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You can also listen to this podcast on Apple or Spotify An excerpt from this interview with Pendal’s head of government bond strategies Tim Hext: After the latest inflation numbers, you’re probably thinking…
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The best-received earnings results in the ASX industrials sector had a few things in common. Pendal equities analyst ANTHONY MORAN explains Pricing power, interest expense, business cycles matter The weather…
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Pendal’s head of government bond strategies TIM HEXT explains the latest inflation data and what it means for the economic outlook Why bonds, why now? Pendal’s income and fixed interest…
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The risk of recession appears to be sidelined for now, but investors may be overlooking one factor, argues Pendal’s OLIVER GE Tightening credit threatens business viability Bonds best protection from…