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Tariffs will show up either in inflation or corporate earnings — but the implications are starkly different for portfolio decisions, argues Pendal’s head of income strategies AMY XIE PATRICK TARIFFS…
Here are the main factors driving the ASX this week according to Pendal investment analyst ANTHONY MORAN. Reported by portfolio specialist Chris Adams NEWS on trade deals, combined with a strong…
Here are the main factors driving the ASX this week, according to Pendal portfolio manager JULIA FORREST. Reported by portfolio specialist Chris Adams DESPITE higher bond yields and a constant stream…
June’s unemployment rise should all but seal a June rate cut. Only a massive quarterly inflation surprise at the end of July would stop it, writes Pendal’s head of government…
In this video, Australian equities portfolio manager BRENTON SAUNDERS explains the strategic role of ASX mid-cap stocks in a diversified portfolio An excerpt from Brenton’s interview ASX-listed mid caps represent…
Here are the main factors driving the ASX this week, according to Pendal portfolio manager PETE DAVIDSON. Reported by head investment specialist Chris Adams GLOBAL equity markets are climbing the wall…
In this video, ELISE McKAY explains the Pendal process for identifying income, growth and diversification opportunities in Australian shares An excerpt from this interview AUSTRALIAN equities have the potential to…
What can investors expect following the Reserve Bank’s cash rate surprise? Pendal’s head of cash strategies STEVE CAMPBELL explains THE Reserve Bank of Australia (RBA) surprised the market today by leaving the cash…
In this video, explore the opportunity set in Australian equities through the eyes of one of the country’s biggest and best-resourced equities teams An excerpt from the team’s interview AT…
In this video, our head of equities CRISPIN MURRAY explains Pendal’s advantages in finding opportunities and managing risks in Australian equities An excerpt from Crispin’s interview INVESTING in Australian shares…
