Pendal’s Crispin Murray reviews the lessons from 2023 and outlook for 2024
What did investors learn in 2023? What are the main issues facing us in 2024? Here’s an overview from Pendal’s head of equities CRISPIN MURRAY 2023 year in review EACH…
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Mainstream Online Web Portal
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Aussie equities: Why it’s smart to take the long-term view on M&A deals
ASX investors have seen a flurry of corporate transactions and associated equity raisings in recent months. Here Pendal equities analyst ANTHONY MORAN explains the opportunities Negative reaction to M&A can…
Jim Taylor: What’s driving ASX stocks this week
Here are the main factors driving the ASX this week according to portfolio manager JIM TAYLOR. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share Fund THE…
Crispin Murray: What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week, according to CRISPIN MURRAY. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share fund MARKETS have been…
What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to Pendal investment analyst JACK GABB. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share fund…
What’s driving ASX stocks this week
Here are the main factors driving the ASX this week, according to Aussie equities analyst ELISE MCKAY. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share Fund DATA…
Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week according to our head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams Find out about Crispin’s Pendal Focus Australian…
Aussie equities: AI and cloud computing drive data centre stocks
Pendal equities analyst ELISE MCKAY is bullish on data centre stocks. But some are better positioned than others. Here’s why. Generative AI putting pressure on data centres Power and water…
Aussie equities: Why you should be scrutinising capital-intensive stocks
Equities investors have focused on operating cost inflation in recent years. Now it’s time to think more about capital expenditure, argues Pendal equities analyst ANTHONY MORAN Investors should focus on…
Elise McKay: Don’t be fooled into thinking AI has run its course
Market sentiment may have dipped on US tech and AI stocks. But Pendal equities analyst ELISE McKAY has no doubt AI technology will be an enduring investment theme. SENTIMENT is…