Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week according to our head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams LIVE WEBINAR SEP 7: Register for Crispin…
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Aussie equities outlook: two questions hold the key
China’s economic outlook and differing inflation outlooks for Australia and the US are leaving investors unsure where to turn. BRENTON SAUNDERS has details Australia lags US on inflation Chinese stimulus…
Tim Hext: Wage growth remains under control – for now
Pendal’s head of government bond strategies TIM HEXT explains the latest wage data and what it means for rates and bonds Why bonds, why now? Pendal’s income and fixed interest…
ESG investing: how to understand, measure and mitigate
Volatility in sustainable strategies may leave investors hesitant about ESG. But in the long run, a sustainable approach is likely to outperform, argues Pendal’s MICHAEL BLAYNEY ESG risk underappreciated Careful…
Global equities: Boeing, Airbus look good as tourism takes off
One way to get exposure to the post-Covid tourism growth story is via plane manufacturers. Pendal global equities PM ASHLEY PITTARD explains Paris Air Show demonstrates strong demand Major manufacturers…
Global equities: The hidden opportunity in Europe’s changing market
Investors often overlook European markets due to outdated assumptions. But the new Europe is a fast-growing, cheap play on global themes, argues PAUL WILD New Europe less cyclical, higher growth…
Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week according to our head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams LIVE WEBINAR SEP 7: Register for Crispin…
Another Chinese property developer is in trouble. Here’s what it means
China’s property sector woes continued this week as another big property developer found itself in trouble. AMY XIE PATRICK explains Take caution with China’s latest property signal Why bonds, why…
Emerging markets: take care when choosing Asian tech stocks right now
Emerging markets investors need to take great care when choosing tech-related stocks right now. Here, Pendal’s EM team JAMES SYME, PAUL WIMBORNE and ADA CHAN explain why Find out about…
Ashley Pittard: The most forecast recession ever has been delayed again
The long-forecast US recession has been delayed once again, says ASHLEY PITTARD, who heads up Pendal’s Global Equities investment team In 2023, following a strategic review of Pendal’s global equity…