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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…
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,…
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…
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…
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…
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…
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…
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…
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…
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…
