Elise McKay: What’s driving equities this week?
Here are the main factors driving the ASX this week, according to analyst and portfolio manager ELISE McKAY. Reported by head investment specialist Chris Adams MARKETS have been dominated by political…
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Mainstream Online Web Portal
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Tim Hext: Hold course in the face of Trump’s whipsaw tariffs
How should investors interpret Donald Trump’s whipsaw approach to tariffs? What does it all mean for inflation and markets? Pendal’s head of bonds TIM HEXT explains in our latest fast…
Samir Mehta: Trump tariffs are unlikely to impact China’s big online retailers
Investors should be ready for any scenario as Trump weaponises trade tariffs. But it would take a lot to disrupt the big China e-commerce stocks, argues Pendal’s SAMIR MEHTA HUMAN…
Rajinder Singh: What’s driving Aussie equities this week?
Here are the main factors driving the ASX this week, according to portfolio manager RAJINDER SINGH. Reported by portfolio specialist Chris Adams GLOBAL equity markets have been mixed, with US shares…
Elise McKay: How equities investors should think about China’s disruptive DeepSeek AI
China’s DeepSeek technology has changed how markets think about AI investing. Pendal’s ELISE MCKAY explains MARKET volatility sparked by new AI innovations from China underscores the benefits of taking an…
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…
Pendal’s Rachel Folder on the 2025 outlook for Aussie equities
Pendal equities analyst RACHEL FOLDER recently joined Livewire Markets to discuss her picks and predictions for the year ahead SMALL-CAPS analyst Rachel Folder recently joined other Aussie fund managers for…
Jim Taylor: What’s driving the ASX this week?
Here are the main factors driving the ASX this week according to portfolio manager JIM TAYLOR. Reported by investment specialist Jonathan Choong DESPITE much anticipation for the new US President’s policies,…
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 …
Amy Xie Patrick: Finding the ‘sweet spot’ for fixed income funds
Pendal’s head of income strategies explains how her team found the sweet spot for through-the-cycle success across our fixed income funds CREDIT is the main income engine for most income…