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Historically high valuations don’t mean markets cannot keep going up. CRISPIN MURRAY explains what’s driving markets – and the risks to watch for EQUITY markets are trading at historical highs…

Bond markets are reflecting a narrowing gap between developed and emerging market fundamentals. That could mean opportunity, argues Pendal’s Global Emerging Markets Opportunities team EMERGING markets are thought of as…

Here are the main factors driving Australian equities this week, according to portfolio manager JACK GABB. Reported by head investment specialist Chris Adams US inflation data and soft employment figures are…

Conditions look good for both bonds and equities right now, but one asset class should come out ahead. AMY XIE PATRICK explains US two-year bond yields have slipped from 3.95%…

Here are the main factors driving Australian equities this week, according to portfolio manager JIM TAYLOR. Reported by head investment specialist Chris Adams US ECONOMIC data continues to reinforce the narrative…

The latest GDP data shows Aussies are spending again. Pendal’s head of government bond strategies TIM HEXT explains what it means for interest rates AUSSIE consumers are spending again –…

A softer US dollar is setting up a turning point for emerging markets – but not all countries will benefit equally. Pendal’s Global Emerging Markets Opportunities team explains A WEAKER…

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 THINGS remain relatively quiet on the macro…

A shift in focus from inflation to employment hints at a likely rate cut in September. Pendal’s head of income strategies AMY XIE PATRICK explains SINCE December 2018, we’ve known…

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 MARKETS are seeing renewed momentum on the…