News

True defensiveness isn’t about sitting still, it’s about staying ready, argues Pendal’s head of income strategies, AMY XIE PATRICK “DEFENSIVE” is one of the most overused — and misunderstood —…

Where to next after the Reserve Bank kept rates on hold at its Melbourne Cup Day meeting? Pendal’s head of cash strategies STEVE CAMPBELL explains THE Reserve Bank left the…

Here are the main factors driving the ASX this week, according to analyst and portfolio manager ELISE McKAY. Reported by head investment specialist Chris Adams HEADLINES are dominated by trade and…

As demand for AI accelerates, every part of the market will see businesses that win and lose. The trick is telling the difference. ELISE MCKAY explains ARTIFICIAL intelligence is rapidly…

What does a lift in September-quarter inflation mean for rates? Pendal’s head of government bond strategies TIM HEXT explains AUSTRALIA experienced a surge in inflation last quarter. Headline inflation printed…

Here are the main factors driving the ASX this week, according to Pendal portfolio manager JULIA FORREST. Reported by portfolio specialist Chris Adams Earnings optimism, easing trade tensions and expectations of…

Here are the main factors driving Australian equities this week, according to portfolio manager BRENTON SAUNDERS. Reported by head investment specialist Chris Adams US reporting season kicked off with a strong…

What does today’s jump in monthly unemployment data mean for investors? Pendal’s head of government bond strategies TIM HEXT explains THE RESERVE BANK has a dual mandate: keep inflation under…

Here are the main factors driving Australian equities this week, according to portfolio manager JIM TAYLOR. Reported by head investment specialist Chris Adams MIXED US economic data has morphed into scant…

What do weak growth and strong market returns in China mean for investors? Here’s an explanation from Pendal’s Global Emerging Markets Opportunities team THE relationship between economic growth and equity…