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Want to understand the outlook for China? Look to Japan’s 1990s stagnation experience, says Pendal Asian equities manager SAMIR MEHTA Even in low-growth periods, some companies stand out Cashflow, pricing…
What does the RBA’s latest monetary policy statement mean for rates and inflation? Here’s a snapshot from Pendal’s head of cash strategies STEVE CAMPBELL INVESTOR response to the RBA’s monetary…
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…
Did this week’s RBA statement this week signal fewer rate hikes ahead? Probably not, says Pendal’s head of government bond strategies TIM HEXT THE RBA statement this week played a…
Pendal portfolio manager BRENTON SAUNDERS explains which sectors look interesting for mid-caps right now — and how to think about the ESG transition An excerpt from this podcast When investing…
Small businesses are under pressure to shift accounting systems online as a new global regulatory push gathers speed. That’s an opportunity for ASX-listed accounting platform Xero, says Pendal’s Elise McKay…
A re-assessment of fixed income securities and yields — and their defensive qualities — have made bonds attractive again. Here’s a quick overview from Pendal’s head of client solutions DALE…
The global commodity cycle could be beneficial for Brazil investors despite concerns over a national election, says Pendal’s PAUL WIMBORNE Markets nervous about Brazilian election But global commodity cycle looks…
Here are the main factors driving the ASX this week according to portfolio manager Jim Taylor. Reported by portfolio specialist Chris Adams MARKETS took a glass-half-full view last week, despite data…
What’s next after today’s 0.5 percentage point hike? Here’s a quick snapshot from Pendal’s head of cash strategies STEVE CAMPBELL THE Reserve Bank raised the cash rate by a further…
