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Institutional investors and super funds have been slowly shifting their asset allocations away from Australian equities for several years. It’s now time to reconsider that drift, argues Pendal’s ALAN POLLEY…
What lessons can fixed-income investors take from 2023 into 2024? Pendal’s head of income strategies AMY XIE PATRICK summarises the outlook with fellow PMs TIM HEXT, GEORGE BISHAY and STEVE…
Here are the main factors driving the ASX this week according to portfolio manager JIM TAYLOR. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share Fund THE…
Self storage is an under-appreciated part of the real estate industry that could be a big winner from Australia’s growing population. JULIA FORREST explains the investment opportunity Population and demographics…
With interest rates peaking, and depressed valuations, small and mid-cap stocks could be poised to outperform, argues Regnan’s TIM CROCKFORD Small, mid cap valuations depressed Europe, Japan, Indonesia, Brazil best…
A number of Aussie mid-cap companies are taking advantage of political and economic reforms taking place in India, says BRENTON SAUNDERS Consider ASX midcaps with exposure to India Watch a webinar…
While investors expect rate cuts offshore next year, Pendal’s head of cash strategies Steve Campbell sees our cash rate unchanged in 2024. Why bonds, why now? Hear more from our…
Here are the main factors driving the ASX this week, according to CRISPIN MURRAY. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share fund MARKETS have been…
Have investors missed the boat on bonds after they touched 5 per cent in October? No, says Pendal’s head of bond strategies Tim Hext. In this latest fast podcast he…
India may have fallen short in the 2023 Cricket World Cup, but it’s been on a winning run since last hosting a world cup in 2011 INDIA hosted the ICC…
