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Investing in companies that will be beneficiaries of an interest rate-easing cycle should provide rewards, says mid-caps portfolio manager BRENTON SAUNDERS FINDING early cycle opportunities and bond-sensitive stocks should pay…
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While August inflation data shows inflation has eased, more progress is required before we’ll see rate cuts in Australia, writes Pendal’s head of government bond strategies TIM HEXT A SHARP fall…
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Here are the main factors driving the ASX this week according to portfolio manager JIM TAYLOR. Reported by investment specialist Chris Adams THE Big Show finally hit town when the US…
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Now that the US rate-cut cycle has begun, the Fed’s focus turns from inflation to employment. Head of government bond strategies TIM HEXT explains what this means THE US Federal…
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There have been a few false starts in the turning point for the current economic cycle, but now it’s the real deal, says Pendal’s head of government bonds, TIM HEXT…
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Here are the main factors driving the ASX this week according to investment analyst SONDAL BENSAN. Reported by investment specialist CHRIS ADAMS A SOFT LANDING is increasingly accepted as the most…
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Where next for Asia? As companies and countries across the continent adapt to China’s slowdown, opportunities are emerging. Portfolio managers ADA CHAN and SAMIR MEHTA explain ASIAN economies are shaking…
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Earnings season results indicate a positive outlook for the Australian economy. That’s good news for stocks, says Pendal’s head of equities CRISPIN MURRAY A DIMINISHING threat of recession in Australia…
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Here are the main factors driving the ASX this week according to portfolio manager JIM TAYLOR. Reported by investment specialist Chris Adams SOME elements of the current investment landscape are finely…