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Pendal’s emerging markets team expects significant interest rate cuts in Mexico and Brazil, increasing their attractiveness. Pendal Global Emerging Markets Opportunities fund co-manager JAMES SYME explains ONE of the reasons…
Consumer inflation accelerated faster expected in the US this week, while wholesale price rises were more moderate. Pendal’s head of government bonds TIM HEXT explains what it means for investors…
Here are the main factors driving the ASX this week according to Aussie equities analyst ELISE MCKAY. Reported by portfolio specialist Chris Adams A NUMBER of new data points show the…
The RBA looks set to re-build our financial system’s plumbing. Pendal’s head of government bond strategies, TIM HEXT, explains what it could mean for investors THE plumbing of Australia’s financial system is a…
Pendal assistant portfolio manager ANNA HONG unpacks the latest monthly CPI data and highlights some of the key takeaways for investors AUSTRALIAN monthly CPI of 3.4% year-on-year (YoY) came in a…
Private credit has its place in portfolios. So do bonds. As rates normalise, investors would do well to remember those roles are different, writes Pendal head of income strategies Amy…
Here are the main factors driving the ASX this week, according to Pendal investment analyst JACK GABB. Reported by portfolio specialist Chris Adams THE first central bank domino fell last week….
As investors prepare for lower rates, our head of income strategies AMY XIE PATRICK sat down with portfolio specialist DALE PEREIRA to answer some common client questions DALE PEREIRA (Pendal’s…
What does the latest commentary from the RBA signal for markets? Pendal’s head of cash strategies STEVE CAMPBELL explains IT WAS no surprise that the Reserve Bank of Australia left the…
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by investment specialist Chris Adams INFLATION concerns prompted consolidation in most equity…
