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Tariffs, trade and AI are the big stories driving markets. But with investors increasingly focused on global themes, opportunities are emerging at home on the ASX, says CRISPIN MURRAY NARRATIVE-DRIVEN…
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 THE walk-back of US-China tariffs has reinforced…
Here are the main factors driving the ASX this week, according to portfolio manager RAJINDER SINGH. Reported by portfolio specialist Chris Adams WHILE hard data continues pointing to a solid US…
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…
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…
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…
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…
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,…
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…
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…
