News

Pendal’s emerging markets team explores the latest developments in India and explains why the team remains underweight in the region MOST emerging markets — particularly those with weaker export bases…

Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams A decent US earnings season, bond-yield resilience…

A gradual rate cut path over 2025 should support economic growth, meaning investors should think carefully about fixed-income positioning. Pendal’s TIM HEXT and ANZ’s ADAM BOYTON explain in a new…

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…

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…

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…

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…

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…

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 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…