The four themes of ASX full-year reporting season 2021
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…
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Mainstream Online Web Portal
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How to tackle the inflation debate from a portfolio construction point of view
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…
Tim Hext: What to expect as the RBA takes its foot off the accelerator
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…
Industrial property in demand as e-commerce booms
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…
Is a correction on the cards? Here are the signs to watch
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…
Crispin Murray’s weekly ASX outlook and key reporting season themes
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 >>…
Tim Hext: A glimpse of what could have been
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…
Property is in the sights of Chinese regulators. Here’s how it might play out
Investors expect China may turn its regulatory spotlight on property after tightening industries such as education. Pendal’s Samir Mehta explains the outlook China seeking to reduce cost of living pressures…
The climate change investment opportunity most people are overlooking
Climate change investing tends to focus on removing carbon from portfolios or helping companies decarbonise. But a third opportunity — investing in adaptation — is often overlooked. Regnan’s Alison George…
Retail property investors are looking beyond the ‘trading valley’
Retail landlords have borne the brunt of lockdowns, but investor sentiment towards the sector is turning positive, say Pendal’s Pete Davidson and Julie Forrest Retail was improving ahead of current…