Tim Hext: To cut or not to cut? That’s the question for the RBA
To cut or not to cut? Pendal’s head of government bond strategies, TIM HEXT, explains what information the RBA needs to make a decision WE are just over a month away from the…
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Mainstream Online Web Portal
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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 MARKETS have started off the year on…
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 IT was a fascinating and action-packed week in the…
Brenton Saunders: Traditional energy sectors look like winners in a Trump world
Sweeping policy changes under a unified US Republican government signal shifts for investors, with traditional energy and nuclear set to benefit, argues Pendal’s BRENTON SAUNDERS SWEEPING policy changes in the…
Samir Mehta: Tune in to Tencent Music if you’re looking for a hidden gem
In investing – just like in music – real success is found beyond the obvious. China’s Tencent Music is a great example, argues Pendal’s SAMIR MEHTA WHO is the Bob…
Rates, China, Trump: Pendal’s Amy Xie Patrick on the trends that will shape 2025
One of the surprises of 2024 was the absence of rate cuts in Australia. What happened and how long will the Reserve Bank sit on its hands? Pendal’s head of…
ASX outlook: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to portfolio manager RAJINDER SINGH. Reported by portfolio specialist Chris Adams GLOBAL equity markets had a solid start to December,…
Tim Hext: The door for rate cuts opens further
Australia’s latest GDP figures suggest the door for rate cuts has opened further, writes Pendal’s head of government bond strategies TIM HEXT THE Australian economy grew by only 0.3% in…
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 THE market finished November on a high,…
Amy Xie Patrick: How to replace hybrids as they disappear from income portfolios
Investors soon need to find alternatives for hybrids after regulators announced plans to phase them out. But not all substitutes may be suitable, argues Pendal’s head of income strategies AMY…