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 portfolio specialist Chris Adams EQUITY markets remain in good shape with…
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Income & Fixed Interest: Pendal’s quarterly insights on the themes driving Aussie markets
In their latest quarterly report, the Income & Fixed Interest team discusses some of the biggest trends affecting Australian fixed income investors right now Pendal’s income and fixed interest team…
Tim Hext: Inflation is easing, but the RBA isn’t celebrating yet
While August inflation data shows inflation has eased, more progress is required before we’ll see rate cuts in Australia, writes Pendal’s head of government bond strategies TIM HEXT A SHARP fall…
Tim Hext: What the US rate cut means for investors – and what’s next
Now that the US rate-cut cycle has begun, the Fed’s focus turns from inflation to employment. Head of government bond strategies TIM HEXT explains what this means THE US Federal…
Tim Hext: In bonds, the trend is your friend
There have been a few false starts in the turning point for the current economic cycle, but now it’s the real deal, says Pendal’s head of government bonds, TIM HEXT…
Crispin Murray: What we learned from ASX earnings season
Earnings season results indicate a positive outlook for the Australian economy. That’s good news for stocks, says Pendal’s head of equities CRISPIN MURRAY A DIMINISHING threat of recession in Australia…
Aussie equities: Opportunities in ASX small caps as rate cuts loom
Active small-cap managers are delivering strong returns despite index underperformance. Pendal portfolio managers LEWIS EDGLEY and PATRICK TEODOROWSKI explain why IS IT time to invest in ASX-listed small caps? It’s…
Tim Hext: Five key takeaways from the latest GDP data
The latest GDP data shows a weak Australian economy, but the numbers should pick up from here, says Pendal’s head of government bonds TIM HEXT TODAY’S June quarter GDP numbers paint a reasonably…
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 portfolio specialist Chris Adams MARKETS continued trailing back toward their July…
Tim Hext: RBA minutes – inside a meeting of two-handed economists
What can we learn from the latest RBA meeting minutes? Head of government bond strategies TIM HEXT offers readers a look inside the meeting of “two-handed” economists IF anyone complains about RBA…