Why ASX-listed small caps look set to outperform
Looming rate cuts are making ASX-listed smaller companies more attractive, argues Pendal portfolio manager LEWIS EDGLEY THE prospect of rate cuts over the remainder of 2025 should buoy small cap…
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Mainstream Online Web Portal
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Jim Taylor: What’s driving the ASX this week?
Here are the main factors driving Australian equities this week, according to portfolio manager JIM TAYLOR. Reported by head investment specialist Chris Adams POSITIVE developments on US-China trade and a decent…
Elise McKay: What’s driving equities this week?
Here are the main factors driving the ASX this week, according to analyst and portfolio manager ELISE McKAY. Reported by head investment specialist Chris Adams THE market has taken some comfort…
What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week, according to Pendal portfolio manager PETE DAVIDSON. Reported by investment specialist Jonathan Choong LAST week, we witnessed peak uncertainty with daily changes…
When ‘liberation day’ became ‘liquidation day’: Crispin Murray on how to invest in a Trump world
Here, Pendal’s head of equities Crispin Murray dissects the key questions for investors and explains how to respond following the latest slew of US tariffs PRESIDENT Trump went hard on tariffs,…
Jim Taylor: What’s driving the ASX this week
Here are the main factors driving Australian equities this week, according to portfolio manager JIM TAYLOR. Reported by head investment specialist Chris Adams MEASURES of economic policy uncertainty are approaching four-decade…
What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week, according to portfolio manager OLIVER RENTON. Reported by portfolio specialist Chris Adams A QUARTER AGO, the market had strong momentum, favourable…
Aussie equities: Where to look for opportunity in volatile markets
In a volatile world, equities investors should seek out businesses that are taking control of their own destiny, argues Pendal equities analyst ANTHONY MORAN THE market turmoil triggered by Donald…
Crispin Murray: What’s driving the ASX this week?
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 GROWTH concerns triggered by policy uncertainty remain…
Crispin Murray: Uncertainty creates mis-pricing and opportunity for active investors
There are opportunities in Aussie equities for investors willing to look through the noise, says Pendal’s head of equities CRISPIN MURRAY in his bi-annual Beyond The Numbers webinar ECONOMIC uncertainty,…