The four themes of ASX full-year reporting season 2021
Four themes characterised full-year earnings season 2021 and will set the tone for how the market trades from here, says Pendal’s head of equities Crispin Murray Growth stocks back in…
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Mainstream Online Web Portal
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How to tackle the inflation debate from a portfolio construction point of view
Debate about inflation as transitory or structural misses the point. It’s about building a portfolio that’s robust to a range of outcomes, says Pendal’s Michael Blayney. Portfolio construction must allow…
Industrial property in demand as e-commerce booms
Demand for industrial office space is strong at the moment, but keep an eye on office property too, say Pendal property investment managers Pete Davidson and Julia Forrest Industrial real…
Is a correction on the cards? Here are the signs to watch
Risk is a constant theme for investors and is never more front of mind than amid a once-in-a-generation bull market. Investors wary of market rally ending But risk pricing indicates…
Crispin Murray’s weekly ASX outlook and key reporting season themes
Here are the main factors driving Australian equities this week plus the key points of August reporting season from our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams >>…
Retail property investors are looking beyond the ‘trading valley’
Retail landlords have borne the brunt of lockdowns, but investor sentiment towards the sector is turning positive, say Pendal’s Pete Davidson and Julie Forrest Retail was improving ahead of current…
Crispin Murray: what’s driving Australian equities this week
Here are the main factors driving Australian equities this week according to Pendal’s head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. WE HAVE seen positive developments on two fronts…
Crispin Murray: what’s driving Australian equities this week
Here’s what’s driving Australian equities this week according to Pendal’s head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. FIVE ISSUES played on the minds of investors last week, leading…
Crispin Murray: what’s driving Australian equities this week
Here’s what’s driving Australian equities this week according to Pendal’s head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. THE FIRST week of reporting season was largely positive, helping Australian…
Crispin Murray: what’s driving Australian equities this week
Here’s what’s driving Australian equities this week according to Pendal’s head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. Find out about Crispin Murray’s Pendal Focus Australian Share Fund Concerns…