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After a strong year for emerging markets, investors looking for continued gains should look to a weakening US dollar and pockets of resilience in China. PAUL WIMBORNE explains Emerging markets…
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 THE selloff in semiconductors/AI sectors seemingly reached…
June CPI data has eased expectations of another rate hike in August, although inflation remains above target and the RBA’s tightening bias is likely to stay in place. Pendal’s head…
In this video podcast, Pendal head of government bond strategies TIM HEXT explores how shifting interest rates, accelerating AI investment and evolving macroeconomic conditions are creating opportunities across fixed income…
Here are the main factors driving the ASX this week, according to Pendal portfolio manager JULIA FORREST. Reported by portfolio specialist Chris Adams MIDDLE East tensions continue to weigh on markets….
The latest jobs data has lifted market expectations for an RBA hike, but rising underutilisation suggests the labour market is gradually softening. Pendal’s head of government bond strategies TIM HEXT…
Here are the main factors driving the ASX this week according to Pendal portfolio manager JIM TAYLOR. Reported by portfolio specialist Chris Adams THE Middle East conflict and rhetoric from Fed…
Pendal senior fund manager JAMES SYME explains why investors need to look more deeply into the AI acceleration to find the true beneficiaries in emerging markets SOUTH Korea’s AI-driven semiconductor…
After a tough start to the year, REITs are starting to look a lot more interesting. Pendal portfolio manager JULIA FORREST discusses the key contributors to this trend IT’S been…
Cash might not be the “rock-star” of asset classes, but it does have a place in portfolios, explains Pendal’s head of cash strategies, STEVE CAMPBELL “Cash is always going to…
