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China’s property slowdown and weak consumer demand dominate the debate, but they tell only part of the story, argues the Pendal Global Emerging Markets Opportunities team Key points: CHINA’S export-led…
Here are the main factors driving the ASX this week, according to portfolio manager RAJINDER SINGH. Reported by investment specialist Chris Adams MARKETS have been buffeted by the unwind of the…
As bond yields remain elevated and investors weigh the implications of inflation, growth and the AI investment surge, understanding the role of fixed income has never been more important, argues…
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams WHILE the cancelled Firmus IPO dominated local…
Data centres have moved from a niche property segment to essential infrastructure, fuelled by cloud computing and a continued rise in AI-related demand. Pendal’s PETE DAVIDSON provides more insight IN…
Here are the main factors driving the ASX this week, according to analyst and portfolio manager ELISE MCKAY. Reported by portfolio specialist Chris Adams THE bond market remains at the centre…
After a volatile five years for fixed-rate bonds, an active approach to duration can help investors manage downside risk while capturing opportunities as interest-rate conditions change. Pendal’s AMY XIE PATRICK…
Higher inflation, resilient growth and rising oil prices have forced the RBA back into action. Pendal head of cash strategies STEVE CAMPBELL explains where to from here THE Reserve Bank…
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams MARKETS are focused on the global rise…
Rising bond yields have weighed on markets globally, but emerging markets have been more resilient than expected, argues Pendal’s emerging markets team Key points: EMERGING markets have held up better…
