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Inflation, interest rates and labour were all big talking points in this year’s ASX earning season, says Pendal mid-caps portfolio manager BRENTON SAUNDERS Earnings season better than expected But averages…
It looks like we’re approaching peak pessimism on China — which could mean it’s time to lift portfolio exposure to Asian shares, argues Pendal’s SAMIR MEHTA China’s economy drives Asia’s…
The indiscriminate tech sell-off is creating opportunities for investors willing to take a stock selection approach rather than buying the index, says Pendal’s SUE SCOTT Indiscriminate sell-off opens opportunity Analog…
Cash rates are now close to neutral, but several factors mean recession is still a possibility. ANNA HONG explains THIS month’s rates decision turned out as expected with 90% of…
Here are the main factors driving the ASX this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. Crispin Murray: Why bringing together Pendal and…
The fashion industry is responsible for 5% of carbon emissions. But companies like Lenzing are solving that. Regnan’s MAXIME LE FLOCH explains how New wood-based fibres make fashion sustainable Austria’s…
China is one of the few countries lowering interest rates. Pendal’s head of income strategies AMY XIE PATRICK explains why — and what it means for investors You can also…
Despite tough talk from central bankers, cash rates are likely to sit around 3% next year, writes our head of government bond strategies TIM HEXT CENTRAL banks have largely abandoned…
Here are the main factors driving the ASX this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. Crispin Murray: Why bringing together Pendal and…
Pendal’s head of equities Crispin Murray explains why he is fully supportive of Perpetual’s acquisition of Pendal Find out about Crispin’s Pendal Focus Australian Share FundFind out about Crispin’s sustainable…
