How ASX travel stocks are likely to take off in 2022
Aussies have overseas holidays on their minds. But has Zoom impacted corporate travel for good? How will ASX travel stocks fare in 2022? Pendal analyst Sondal Bensan has some answers…
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Mainstream Online Web Portal
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Re-opening: Twin trends drive quality ASX stocks and infrastructure
Hunger for earnings growth certainty is driving valuation of quality companies and infrastructure businesses as investors set up portfolios for the re-opening, says Pendal equities analyst Anthony Moran Pension funds…
Emerging markets: where to look as China slows down
What impact will China’s economic slowdown have on Emerging Markets investors? And what are the alternatives? Here’s a quick overview from Pendal’s James Syme and Paul Wimborne THERE has been…
Crispin Murray: What’s driving ASX stocks this week
Here are the main factors driving Australian equities this week according to our head of equities Crispin Murray. Reported by quantitative analyst Lee Ma GLOBAL EQUITY markets remained soft last week….
Notice of Termination
Notice of Termination: Pendal Total Return Fund (APIR: RFA0108AU, ARSN: 092 178 704) The Pendal Total Return Fund (Fund) will terminate effective Thursday, 16 September 2021. As an…
A different path to the summit: Chris Lees and Nudgem Richyal launch Pendal Global Select Fund in Australia
Pendal has brought a very different global equities strategy to Australia. Here fund managers Chris Lees and Nudgem Richyal explain the Pendal Global Select Fund process Something very different in…
Two of us: Pendal global equities fund managers Chris Lees and Nudgem are ‘Yin and Yang’
Chris Lees and Nudgem Richyal have spent almost 20 years building a differentiated global equities strategy. Here’s their story Something very different in global equities “Highly recommended” by Zenith (Sep…
Net zero for investors: what the new business mantra means
Net zero is a megatrend that will define the business landscape for decades. Pendal analyst and co-portfolio manager Oliver Renton explains what it means for investors Net zero carbon emissions…
Don’t expect rate hikes before RBA’s Philip Lowe exits in two years
This week the RBA’s Dr Philip Lowe indicated the big jump in house prices wasn’t really his area of concern. Pendal’s Tim Hext explains what that means THE RESERVE Bank…
Everyone’s looking for something different in global equities. Here’s how to find it
Chris Lees and long-time investing partner Nudgem Richyal have spent 17 years building a highly differentiated — yet highly successful — global equities investment strategy. Here they explain their process…