What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week, according to portfolio manager OLIVER RENTON. Reported by portfolio specialist Chris Adams A QUARTER AGO, the market had strong momentum, favourable…
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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 portfolio specialist Chris Adams GROWTH concerns triggered by policy uncertainty remain…
Tim Hext: In the midst of chaos, staying focused on Australian data is crucial
As the Australian bond market tries to navigate Trump-driven market turmoil, Pendal’s TIM HEXT says it can help to stay focused on the hard data AUSTRALIAN equity markets have returned…
Crispin Murray: Uncertainty creates mis-pricing and opportunity for active investors
There are opportunities in Aussie equities for investors willing to look through the noise, says Pendal’s head of equities CRISPIN MURRAY in his bi-annual Beyond The Numbers webinar ECONOMIC uncertainty,…
Tim Hext: Three key takeaways from Australia’s latest national accounts data
While there’s hope for Australia’s GDP, we may be ‘running to stand still’ unless productivity starts improving, warns Pendal’s head of government bonds TIM HEXT IT’S been five years this week since the Covid…
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 portfolio specialist Chris Adams THERE has been some concern that the…
Steve Campbell: Labour data will determine timing of next RBA rate cut
While policy remains in restrictive territory for the RBA, today’s rate cut is unlikely to be a one-and-done affair. Pendal’s Head of Cash Strategies STEVE CAMPBELL explains AT its meeting this…
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 portfolio specialist Chris Adams A decent US earnings season, bond-yield resilience…
Tim Hext: Inflation data ‘good news’ for the RBA
The door is wide open for modest rate cuts as inflation settles back to around 3 per cent, argues Pendal’s head of government bonds, TIM HEXT AUSTRALIA’S latest quarterly inflation figures offer good news…
Tim Hext: Markets ‘complacent’ about tariffs and taxes
Trump is off to a flying start with a flurry of executive orders – and there’s more to come on tariffs and taxes. Yet markets seem complacent about the future, writes TIM HEXT …