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Mainstream Online Web Portal
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The Point
Quick, actionable insights for investors
Australian Equities
Jack Gabb: What’s driving the ASX this week
Crispin Murray: What’s driving Aussie equities this week
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Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities Crispin Murray.
Jim Taylor: What’s driving Aussie equities this week
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Jim Taylor: What’s driving Aussie equities this week
Brenton Saunders: Why ASX midcaps are outperforming
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Brenton Saunders: Why ASX midcaps are outperforming
Anthony Moran: What’s driving Aussie equities this week
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Anthony Moran: What’s driving Aussie equities this week
Peter Davidson: What’s driving Aussie equities this week
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Peter Davidson: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to PETER DAVIDSON
Elise McKay: What’s driving Aussie equities this week?
Here are the main factors driving the ASX this week, according to Aussie equities analyst and portfolio manager ELISE MCKAY and reported by head investment specialist CHRIS ADAMS
Elise McKay: The AI theme is real – here’s how to pick the winners
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Elise McKay: The AI theme is real – here’s how to pick the winners
To come
Julia Forrest: What’s driving Aussie equities this week?
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Julia Forrest: What’s driving Aussie equities this week?
Here are the main factors driving the ASX this week, according to Pendal portfolio manager JULIA FORREST.
Jim Taylor: What’s driving the ASX this week?
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Jim Taylor: What’s driving the ASX this week?
Two scenarios are emerging in the US – but a lack of data is clouding visibility on which might dominate.
“On one hand, we’re seeing strong spending, decent corporate cap-ex and resilient employment support solid corporate earnings and underpin full equity-market valuations,” says Pendal equities PM Jim Taylor.
“On the other, we’re seen slowing labour demand, flat real labour income and a lagged inflation pulse heightening recession fears.”
The US government shut-down – now entering its third week – is restricting the publishing of economic data.
We will finally get to see September US inflation data this Friday evening (it was originally scheduled for October 15), before the Fed’s next rate-setting meeting on October 29.
Minutes from the Fed’s last meeting show a majority view towards “easing policy further over the remainder of the year”.
But some board members noted relatively easy financial conditions warranted “a cautious approach in the consideration of future policy changes”.
Crispin Murray: What’s driving the ASX this week
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Crispin Murray: What’s driving the ASX this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities Crispin Murray.
Oliver Renton: What’s driving Aussie equities this week?
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Oliver Renton: What’s driving Aussie equities this week?
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