Brenton Saunders: Why ASX midcaps are outperforming
Midcaps are not just a diversification opportunity – right now, they are also outperforming their larger cap counterparts. BRENTON SAUNDERS explains why – and where to look. MIDCAP stocks are…
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Mainstream Online Web Portal
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Anthony Moran: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week according to Pendal investment analyst ANTHONY MORAN. Reported by portfolio specialist Chris Adams MUCH of the gain in global equity markets…
Employment stronger, market almost abandons rate cuts
Employment data came in stronger for October, prompting the market to ‘almost’ abandon 2026 rate cuts, writes Pendal’s head of government bond strategies, TIM HEXT TODAY’S October employment numbers provided…
Peter Davidson: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to head of listed property PETER DAVIDSON. Reported by head investment specialist Chris Adams “WHAT do you do if you’re…
Amy Xie Patrick: How to build defensiveness that protects and performs
True defensiveness isn’t about sitting still, it’s about staying ready, argues Pendal’s head of income strategies, AMY XIE PATRICK “DEFENSIVE” is one of the most overused — and misunderstood —…
Steve Campbell: Material inflation miss brings future rate cuts into question
Where to next after the Reserve Bank kept rates on hold at its Melbourne Cup Day meeting? Pendal’s head of cash strategies STEVE CAMPBELL explains THE Reserve Bank left the…
Elise McKay: What’s driving Aussie equities this week?
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 HEADLINES are dominated by trade and…
Elise McKay: The AI theme is real – here’s how to pick the winners
As demand for AI accelerates, every part of the market will see businesses that win and lose. The trick is telling the difference. ELISE MCKAY explains ARTIFICIAL intelligence is rapidly…
Tim Hext: No rate cuts for now, but still likely in February
What does a lift in September-quarter inflation mean for rates? Pendal’s head of government bond strategies TIM HEXT explains AUSTRALIA experienced a surge in inflation last quarter. Headline inflation printed…
Julia Forrest: What’s driving Aussie equities this week?
Here are the main factors driving the ASX this week, according to Pendal portfolio manager JULIA FORREST. Reported by portfolio specialist Chris Adams Earnings optimism, easing trade tensions and expectations of…