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If the pick-up in capital spending among businesses continues, higher prices are much more likely to be here to stay, says Pendal’s head of global equities Ashley Pittard Capital spending…
Here are the main factors driving Australian equities this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams >> Crispin Murray’s four themes of ASX full-year…
What do China’s recent regulatory changes mean? Where else should investors be looking in Asia? Pendal’s Samir Mehta has answers in this short video with portfolio specialist Chris Adams. Watch…
Four themes characterised full-year earnings season 2021 and will set the tone for how the market trades from here, says Pendal’s head of equities Crispin Murray Growth stocks back in…
Debate about inflation as transitory or structural misses the point. It’s about building a portfolio that’s robust to a range of outcomes, says Pendal’s Michael Blayney. Portfolio construction must allow…
The Reserve Bank is easing off the accelerator instead of tapping the brakes. Pendal’s Tim Hext explains what investors can expect next THE RBA this week enacted what they would…
Demand for industrial office space is strong at the moment, but keep an eye on office property too, say Pendal property investment managers Pete Davidson and Julia Forrest Industrial real…
Risk is a constant theme for investors and is never more front of mind than amid a once-in-a-generation bull market. Investors wary of market rally ending But risk pricing indicates…
Here are the main factors driving Australian equities this week plus the key points of August reporting season from our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams >>…
The national accounts show potential for a solid 2022 when economies reopen and we learn to live with Covid, writes Tim Hext in his weekly bond, income and defensive strategies…
