What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week, according to Pendal portfolio manager PETE DAVIDSON. Reported by investment specialist Chris Adams THE US market continues to hit all-time highs…
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Mainstream Online Web Portal
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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 investment specialist Chris Adams US equities (S&P 500) gained 1.19% last…
Tim Hext: 2024 inflation outlook is positive for bond investors
Where are we on inflation at the start of 2024? And how is Pendal’s team positioned? Here’s a quick overview from our head of government bond strategies TIM HEXT WELCOME…
Crispin Murray: Five key questions for 2024 (and how we’re going so far)
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by investment specialist Chris Adams MARKETS kicked off the year with a…
How the biggest election year in global history will affect emerging markets investors
The US election will take the spotlight, but EM investors need to keep tabs on dozens of other national polls this year. Here’s an overview from Pendal’s Emerging Markets team…
Crispin Murray: What’s driving ASX stocks this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by investment specialist Jonathan Choong THERE was nothing to de-rail the market’s…
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…
How Pendal’s head of multi-asset is thinking about equities, bonds and alternatives right now
There’s a relative calm in markets after several years of volatility in inflation, interest rates and markets. Investors should take the opportunity to examine their portfolios, says Pendal’s MICHAEL BLAYNEY…
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…
Asset allocation: Why you could do with a little more home bias right now
Institutional investors and super funds have been slowly shifting their asset allocations away from Australian equities for several years. It’s now time to reconsider that drift, argues Pendal’s ALAN POLLEY…