Tim Hext: Is March the month for hawkish hikes?
What economic conditions would make the RBA happy? Pendal’s head of government bond strategies TIM HEXT has some answers I SPOKE last week about central banks needing tighter conditions to…
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Impact investing: the blood test that could screen early-stage cancers
Regnan’s impact investment team believes ‘liquid biopsy’ technology could grow into a $US20 billion to $100 billion market. Regnan analyst Maxine Wille explains Blood tests could diagnose cancer and disease…
Crispin Murray’s weekly ASX outlook
Here are the main factors driving the ASX this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. Find out about Crispin’s Pendal Focus Australian…
Tim Hext: Ukraine conflict offers glimpse into a world of stagflation
A weekly comment from Pendal’s head of government bond strategies, Tim Hext WHEN it comes to bonds, some things are easy to read. Strong data normally means inflation pressure which…
ESG: Investors are voting for diversity in board elections
Investors are voting against the election of male directors in companies that lag on gender diversity, according to new research from Regnan. ALISON GEORGE explains what it means for investors…
Alan Polley: Time to rethink the role of cash in portfolios
Cash as an asset class is becoming more attractive and investors should be ready to rethink its role in a balanced portfolio, says Pendal’s ALAN POLLEY Cash yields should start…
What the Russia-Ukraine crisis means for Emerging Markets investors
The Russian economy has been performing strongly, but the outlook is now uncertain as global sanctions bite. Here is the EM view from Pendal’s JAMES SYME Read updated commentary from…
What if zero-Covid fails in China?
Markets have not priced in the possibility of a large, uncontrolled Covid outbreak in mainland China, argues Pendal senior credit analyst TERRY YUAN. Here Terry outlines how that scenario would…
FAST PODCAST: Outlook for rates, inflation and what it means for bonds
Investors should be looking to upweight bonds in their portfolios on a medium-to-long term outlook, argues Pendal’s TIM HEXT in this fast podcast An excerpt from this podcast Bonds are…
What the AGL bid says about the future of energy in Australia
Businesses exposed to coal face real credit risks as well as decreased demand due to ESG concerns, writes Pendal ESG credit analyst MURRAY ACKMAN WHAT can we learn from the…