Crispin Murray: the big policy shifts that are driving equities
Major shifts in policy-making — driven by the Covid crisis and a desire to correct GFC-era mistakes — can drive equities higher despite pockets of excess, says Pendal’s head…
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Crispin Murray: what’s driving ASX stocks this week
Here’s what’s driving Australian equities this week according to Pendal’s head of equities Crispin Murray (pictured above). Reported by portfolio specialist Chris Adams. Find out about Pendal’s Focus Australian…
Michael Blayney: ESG is now a critical factor in asset allocation
Environmental, Social and Governance factors are now critical in asset allocation decision-making says Pendal’s Head of Multi-Asset Michael Blayney. THE BIGGEST secular shift over the next decade is arguably the…
Why Crispin Murray expects equity markets to keep rising
Our head of equities Crispin Murray makes the case for a continued rise in equity markets in a presentation to Portfolio Construction Forum’s Markets Summit. Here’s a quick summary….
Impact investing in action: Regnan team releases maiden quarterly report
Regnan’s impact investment team … (l-r) Mohsin Ahmad, Maxine Wille, Maxime Le floch and Tim Crockford Regnan’s impact investment team has released its maiden quarterly impact report for the…
Michael Blayney: reopening trade means rethinking asset allocation
Where are the opportunities for investors as trade re-opens post-pandemic? Here’s a quick overview from Pendal’s head of multi-asset Michael Blayney (pictured). EQUITY markets in developed economies have run…
Crispin Murray: what’s driving Australian equities this week
Here’s what’s driving Australian equities this week according to Pendal’s head of equities Crispin Murray (pictured above). Reported by portfolio specialist Chris Adams. Find out about Pendal’s Focus Australian…
Emerging Markets webinar: which countries are looking promising in 2021
Which emerging markets have the fiscal firepower and structural advantages to benefit from the next phase of the global recovery? James Syme (pictured), co-manager of Pendal’s Global Emerging Markets…
Crispin Murray: what’s driving ASX stocks this week
Here’s what’s driving Australian equities this week according to Pendal’s head of equities Crispin Murray (pictured above). Reported by portfolio specialist Chris Adams. Find out about Pendal’s Australian share…
Emerging Markets: which countries are powering ahead post-covid
India has experienced a powerful demand recovery in recent months while Brazil, Mexico and South Africa have been more mixed. Here James Syme and Paul Wimborne (pictured above) —…