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Quick, actionable insights for investors
Australian Equities
Elise McKay: What’s driving equities this week?
Here are the main factors driving the ASX this week, according to Aussie equities analyst and portfolio manager ELISE MCKAY and reported by head investment specialist CHRIS ADAMS
Read Pendal’s latest weekly equities overview.
Rajinder Singh: What’s driving Aussie equities this week?
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Rajinder Singh: What’s driving Aussie equities this week?
Elise McKay: How equities investors should think about China’s disruptive DeepSeek AI
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Elise McKay: How equities investors should think about China’s disruptive DeepSeek AI
Market volatility sparked by China’s surprise DeepSeek AI app underscores the benefits of taking an active approach to portfolio management, argues Pendal’s Elise McKay.
DeepSeek rocked the tech world last week by demonstrating performance similar to OpenAI’s ChatGPT at a fraction of the development cost.
Market reaction was swift. Nvidia, the leading supplier of AI chips, dropped 17 per cent.
“The day-one market reaction is not necessarily reflective of the medium-or-longer-term outlook,” says Elise. “It is important to look through the noise.
“Volatility is a reflection of the unknown — and uncertain situations can create opportunities as we get clarity.
“DeepSeek demonstrates how the increasing influence of passive money in equity markets is creating opportunities for active managers.
“Cheaper AI shifts power away from the handful of hyper-scalers who could previously charge a premium for access. Open-source models mean a wider range of people can use it.”
“That could mean a broadening of market leadership away from the Magnificent Seven tech leaders such as Nvidia and Meta.”
Pendal’s Rachel Folder on the 2025 outlook for Aussie equities
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Pendal’s Rachel Folder on the 2025 outlook for Aussie equities
Pendal investment analyst RACHEL FOLDER joins Livewire Markets to reveal her picks and predictions for the year ahead
Jim Taylor: What’s driving the ASX this week?
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Jim Taylor: What’s driving the ASX this week?
Anthony Moran: what’s driving Aussie equities this week?
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Anthony Moran: what’s driving Aussie equities this week?
Crispin Murray: What’s driving the ASX this week?
What’s driving ASX stocks this week?
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What’s driving ASX stocks this week?
ASX outlook: What’s driving Aussie equities this week
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ASX outlook: What’s driving Aussie equities this week
Crispin Murray: What’s driving the ASX this week?
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Crispin Murray: What’s driving the ASX this week?
What’s driving Aussie equities this week
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What’s driving Aussie equities this week
This week, Donald Trump began to make good on promises of aggressive pro-US policy, announcing plans for tariffs on Canadian, Mexican and Chinese imports.
How concerned should investors be about the inflationary effect of US tariffs?
Trump’s new US commerce secretary Howard Lutnick acknowledges that tariffs would raise prices, at least temporarily.
The inflationary effects of tariffs (and a sweeping immigration crackdown) were a “concern” for businesses, added Richmond Fed president Tom Barkin.
But Pendal’s Julia Forrest notes that tariffs generally apply to “lower-frequency consumer durables”.
Consumers tend to be less aware of price rises in those product categories compared to the hyper-awareness of supermarket or petrol price rises, Julia says.
“As such, tariffs may end up raising inflation with less impact on the politically important perception of inflation.”
Still, markets continue to pare back expectations of US rate cuts partly because of continuing strength in the US economy.
Julia explains in Pendal’s latest Aussie equities note
Crispin Murray: What’s driving the ASX this week?
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Crispin Murray: What’s driving the ASX this week?
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