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The turmoil at OpenAI suggests investors are better off ignoring ideology and sticking to tested principles that make markets work – profits and self-interest. SAMIR MEHTA explains Parallels between OpenAI…
Markets are pricing in a soft landing, but in a new Bloomberg webinar, Pendal’s head of income strategies AMY XIE PATRICK argues a US recession is not off the table…
Here are the main factors driving the ASX this week, according to Pendal investment analyst JACK GABB. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share fund…
Higher interest rates will eventually work, but they’re not working just now, argues Pendal’s OLIVER GE. That could mean bonds become even better value next year Inelastic demand and supply…
Emerging markets investors should take a close look at United Arab Emirates right now. Senior fund manager JAMES SYME explains why UAE has made a powerful post-Covid recovery Significance of…
After the GFC investors generally had to chase greater risk to achieve targeted returns. But that looks to be changing, argues Pendal’s ALAN POLLEY Overly austere government budgets have hurt…
Here are the latest insights on the fixed interest landscape from Pendal’s head of government bond strategies TIM HEXT Why bonds, why now? Pendal’s income and fixed interest experts explain…
Here are the main factors driving the ASX this week, according to Aussie equities analyst ELISE MCKAY. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share Fund DATA…
A ‘normalisation’ of economic conditions means it’s time for investors to reassess how they think about risk, argues Pendal multi-asset PM ALAN POLLEY Expect ‘more normal’ monetary policy in coming…
Australian bonds are looking attractive, particularly if inflation can be brought under control, says Pendal’s head of multi-asset MICHAEL BLAYNEY Aussie bonds attractive against peers Low cash rate weighing on…
