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How managers respond to challenges sometimes defines a company’s success. Faced with similar circumstances, some managers take very different paths. SAMIR MEHTA explores four examples Strong management critical to a…
Recent billion-dollar sporting team deals demonstrate why it’s important to be selective when choosing global equities. Pendal’s ASHLEY PITTARD explains THE record-breaking $US6 billion sale of the Washington Commanders NFL…
Looking for exposure to AI? Go beyond big tech and look for companies using the technology to improve efficiency or build competitive advantage, says senior Pendal global equities analyst SUE…
One way to get exposure to the post-Covid tourism growth story is via plane manufacturers. Pendal global equities PM ASHLEY PITTARD explains Paris Air Show demonstrates strong demand Major manufacturers…
Investors often overlook European markets due to outdated assumptions. But the new Europe is a fast-growing, cheap play on global themes, argues PAUL WILD New Europe less cyclical, higher growth…
China’s property sector woes continued this week as another big property developer found itself in trouble. AMY XIE PATRICK explains Take caution with China’s latest property signal Why bonds, why…
The long-forecast US recession has been delayed once again, says ASHLEY PITTARD, who heads up Pendal’s Global Equities investment team In 2023, following a strategic review of Pendal’s global equity…
The AI boom sweeping stocks has all the makings of another market mania. That means caution is required – but there are also useful lessons for investors, says Pendal’s SAMIR…
A new generation of weight-loss drugs has the potential to fight the obesity epidemic. Regnan analyst MAXIME LE FLOCH explains more Obesity affects one billion people worldwide New treatments are…
Barbie and Oppenheimer may be breaking box office records right now, but Hollywood is a complex environment for investors. SUE SCOTT explains what to look for Movie industry a challenge…
