Tim Hext: What we learned from the latest GDP data
The December-quarter GDP numbers just stopped short of the “no-growth” scenario we were slowly sliding towards last year. Pendal’s head of government bond strategies TIM HEXT explains what it means…
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Tim Hext: January inflation – a low point, for now
January data suggests inflation continues to moderate. But we shouldn’t read too much into this better-than-expected outcome, writes Pendal’s head of government bond strategies TIM HEXT THE January inflation numbers…
Crispin Murray: What’s driving markets this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by investment specialist Chris Adams LAST week was quiet on the macro…
Crispin Murray: What’s driving the ASX this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by investment specialist Chris Adams GLOBAL equity markets continued to rise last…
Vice versa: why 2024 is set to rewrite the story of 2023
Get set for a 2024 that flips the script on the story of 2023, with the end of big tech outperformance and a resurgent Japanese yen. CHRISTOPHER LEES explains The…
What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week, according to Pendal portfolio manager PETE DAVIDSON. Reported by investment specialist Chris Adams THE US market continues to hit all-time highs…
Crispin Murray: What’s driving the market this week?
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by investment specialist Chris Adams US equities (S&P 500) gained 1.19% last…
Crispin Murray: Five key questions for 2024 (and how we’re going so far)
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by investment specialist Chris Adams MARKETS kicked off the year with a…
Crispin Murray: What’s driving ASX stocks this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by investment specialist Jonathan Choong THERE was nothing to de-rail the market’s…
Pendal’s Crispin Murray reviews the lessons from 2023 and outlook for 2024
What did investors learn in 2023? What are the main issues facing us in 2024? Here’s an overview from Pendal’s head of equities CRISPIN MURRAY 2023 year in review EACH…