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For ASX mid-cap investors, three mega-trends remain central to markets, says Pendal portfolio manager Brenton Saunders THREE major trends continue to underpin ASX investing in 2024, says portfolio manager Brenton…
Here are the main factors driving the ASX this week, according to Pendal portfolio manager BRENTON SAUNDERS. Reported by portfolio specialist Chris Adams THE artificial intelligence revolution marches on, with Nvidia…
Amid the noise from earnings season, long-term mid-cap trends continue to provide opportunities for investors. Pendal PM BRENTON SAUNDERS explains MOST equities investors know they need to look beyond 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…
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…
Recent results from the listed property sector show shopping malls are enjoying robust trading conditions, says Pendal’s JULIA FORREST Retail remains robust Normalisation of returns ahead Find out about Pendal…
China’s economic outlook and differing inflation outlooks for Australia and the US are leaving investors unsure where to turn. BRENTON SAUNDERS has details Australia lags US on inflation Chinese stimulus…
Aussie midcaps are a good hunting ground for fast-growing sectors such as minerals sands and rare earths. One example is producer Iluka Resources, writes Pendal analyst JACK GABB Mid-cap miners…
Pendal has visited China to explore the state of the electric vehicle and battery metals markets. BRENTON SAUNDERS explains the latest China visit shows strong signs for lithium investors Find…
ASX midcaps offer exposure to fast-growing industries such as medical technology. Here Pendal equities analyst OLIVER RENTON outlines one example, Pro Medicus Midcap portfolios offer exposure to medical technology Medical…
