Omicron could be good for reopeners, but stay on your toes
Omicron may strengthen the re-opening trade if it turns out to be mild. But investors need to be ready to move quickly as data comes through says MICHAEL BLAYNEY Find…
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Omicron may strengthen the re-opening trade if it turns out to be mild. But investors need to be ready to move quickly as data comes through says MICHAEL BLAYNEY Find…
Bond yields should rise slightly higher next year and will continue to be a strong defensive asset says Pendal’s TIM HEXT in this fast podcast An excerpt from this podcast…
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 Murray’s Pendal Focus…
CHINA’S property-led economic slowdown shows no sign of ending. In this week’s The Point podcast, Pendal portfolio manager Amy Xie Patrick explains what that means for Australian investors: An excerpt from…
Pendal’s head of equities Crispin Murray and his team have access to Omicron analysis from a variety of leading virologists and epidemiologists. Here are Crispin’s observations so far. NEAR TERM,…
Here are the main factors driving the ASX this week according to portfolio manager Jim Taylor. Reported by portfolio specialist Chris Adams THE emergence of Omicron halted a week of positive…
The outlook for major ASX-listed miners is looking positive again. But investing in resources is now more nuanced with issues such as ESG and China. Pendal’s BRENTON SAUNDERS explains 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 The market is focused on two issues…
Rising inflation and supply chain disruption are a key AGM theme this year. But ASX investors can find opportunity if they know where to look. Pendal equities analyst ANTHONY MORAN…
Here are the main factors driving the ASX this week according to portfolio manager Jim Taylor. Reported by portfolio specialist Chris Adams THE market continues to question the notion of “transitory”…