Tim Hext: The door for rate cuts opens further
Australia’s latest GDP figures suggest the door for rate cuts has opened further, writes Pendal’s head of government bond strategies TIM HEXT THE Australian economy grew by only 0.3% in…
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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 THE market finished November on a high,…
What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to Pendal portfolio manager JULIA FORREST. Reported by portfolio specialist Chris Adams EQUITIES continue to grind higher, with the S&P…
Global equities 2025 outlook: From Trump and Japan to weight loss drugs and AI
A new Trump Administration, mass restructuring of Japanese corporates, artificial intelligence and weight loss drugs are just some of the trends that will drive global equities in 2025, says Pendal’s…
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 THE post-election rally in equities hit the…
Tim Hext: The market has eyes only for Trump
The latest wages data supports the rate cut case, but markets are too focused on Trump, says head of government bond strategies TIM HEXT SEPTEMBER quarter wages data (the Wage Price…
Graeme Petroni: What’s driving the ASX this week?
Here are the main factors driving the ASX this week according to Pendal investment analyst GRAEME PETRONI. Reported by investment specialist Chris Adams IT was a big week for markets following…
Steve Campbell: Shouldn’t the RBA be following suit?
Anyone looking at policy easing in the near term will be left disappointed, says head of cash strategies STEVE CAMPBELL THERE was no change from the Reserve Bank of Australia…
Tim Hext: Inflation on track but still too high
The door may open for the RBA to pass three cuts next year, but that may be “as good as it gets”, writes head of government bond strategies TIM HEXT…
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 THE market has been focused on the…