News

It could be time for US equities investors to take a bit of money off the table in some sectors, says Pendal’s ASHLEY PITTARD Wall St earnings season stronger than…

The RBA’s hawkish tone could mean a hard landing with a fast turnaround on rates later this year. That means fixed interest investors should be eyeing longer-dated bonds. In Pendal’s…

As we move into ASX interim reporting season, Pendal’s BRENTON SAUNDERS explains what investors should be looking out for Watch for inflation, interest rate effects Outlook statements will be critical…

The US Inflation Reduction Act is the most ambitious environmental energy policy in a decade, says Regnan’s MAXIME LE FLOCH. Here’s how it should benefit investors US Inflation Reduction Act…

Investors should take a new look at Indonesia, where export restrictions are driving new domestic industries. Pendal’s SAMIR MEHTA explains the opportunity Indonesia’s export bans drive local industries Potential for…

Fed chair Jerome Powell today gave the green light to the market’s move to risk-on investing. But it may not last, writes Pendal’s TIM HEXT JANUARY was a great month…

What does the collapse of the ambitious Sun Cable solar project say about investing in renewables? Here’s a quick insight from Pendal ESG credit analyst MURRAY ACKMAN Sun Cable shows…

If the US falls into recession, investors should be ready to buy falling equities and take advantage of higher bond yields, says Pendal’s head of multi-asset MICHAEL BLAYNEY US economy…

A US recession is highly likely, but it will be shallow and provide compelling valuations for global equities investors, says Pendal’s ASHLEY PITTARD US recession is highly likely but should be…

Several factors are driving the ASX’s January run — but investors should stay watchful, particularly on company earnings, says Pendal midcap portfolio manager BRENTON SAUNDERS China re-opening drives optimism Outlook…