Why mid-caps look good right now
Right now mid-caps are the sweet spot for Australian equity investors, argues Pendal portfolio manager BRENTON SAUNDERS. Here’s why Historically, mid-caps outperform small and large caps Mid-caps provide a strong…
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Right now mid-caps are the sweet spot for Australian equity investors, argues Pendal portfolio manager BRENTON SAUNDERS. Here’s why Historically, mid-caps outperform small and large caps Mid-caps provide a strong…
As the world rebuilds supply capacity, investors have an opportunity to find companies that will benefit, says Pendal’s PAUL WIMBORNE Rebuilding supply capacity critical to solving inflation Old-economy stocks likely…
The investment metrics that worked in a low interest rate world are no longer the right markers for profitable investing. Pendal’s SAMIR MEHTA explains Some investing metrics will stop working…
The shift towards progressive politics and climate action that swept Labor to power has important implications for investors. Pendal’s RAJINDER SINGH explains. Election 2022 sets tone and atmospherics for investors…
When is the right time to buy global equities and how best to value stocks during volatile times? Pendal global equities fund manager NUDGEM RICHYAL has some answers in this…
After the evolution of Coalition fiscal spending habits during the pandemic, Australia’s new Labor government won’t be a big change, says Pendal’s Anna Hong ON THE economic front, Australians will…
A bewildering array of net zero frameworks can seem daunting for investors, but the underlying principles are straightforward, says Regnan’s Alison Ewings. Here’s what to know Every increasing array of…
Latin America offers a rare bright spot in a world worried about inflation, interest rates and war, says Pendal emerging markets manager James Syme Latin America offers a bright spot…
Emotion can overwhelm strategy when markets are volatile. Pendal’s multi-asset chief MICHAEL BLAYNEY explains three simple rules to keep in mind In times of volatility, don’t panic Opportunities occur in…
Europe is likely to accelerate renewable energy as a preferred solution over fossil fuels. Regnan’s TIM CROCKFORD explains why Russia’s invasion has upended Europe’s energy supply LNG and nuclear could take…