Emerging markets defy the global bond sell-off
Rising bond yields have weighed on markets globally, but emerging markets have been more resilient than expected, argues Pendal’s emerging markets team.
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What’s driving the ASX this week?
Latest insights from Crispin Murray and Pendal’s Australian equities team
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Takeover activity is picking up for ASX small caps
Merger and acquisition activity is returning to the smaller end of the Australian share market, as buyers look through short-term uncertainty and focus on mispriced assets. Pendal’s Lewis Edgley explains
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How active investing can guide responsible data centre growth
As AI fuels a wave of data centre investment, the industry’s ability to earn and maintain community trust is becoming a critical factor in its long-term success. Elise McKay explains
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Brenton Saunders: What investors may be missing in mid-caps
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Brenton Saunders: What investors may be missing in mid-caps
Australian mid-caps may sit between the market’s giants and emerging small companies — but BRENTON SAUNDERS argues that is exactly where some of the most interesting opportunities can appear
Lewis Edgley: Takeover activity is picking up for ASX small caps
Quick view
Lewis Edgley: Takeover activity is picking up for ASX small caps
Merger and acquisition activity is returning to the smaller end of the Australian share market, as buyers look through short-term uncertainty and focus on mispriced assets. Pendal’s LEWIS EDGLEY explains
Elise McKay: How active investing can guide responsible data centre growth
Play podcastElise McKay: How active investing can guide responsible data centre growth
As AI fuels a wave of data centre investment, the industry’s ability to earn and maintain community trust is becoming a critical factor in its long-term success. ELISE MCKAY explains
Amy Xie Patrick: How to build defensive income portfolios
Play podcastAmy Xie Patrick: How to build defensive income portfolios
In a volatile market, AMY XIE PATRICK explains why income portfolios need deliberate duration, quality credit and flexibility.
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