Crispin Murray: What’s driving the ASX this week?
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 THE market finished November on a high,…
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Mainstream Online Web Portal
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Amy Xie Patrick: How to replace hybrids as they disappear from income portfolios
Investors soon need to find alternatives for hybrids after regulators announced plans to phase them out. But not all substitutes may be suitable, argues Pendal’s head of income strategies AMY…
Emerging markets: What we learned from one of the biggest election years ever
At the end of a year in which almost half the world’s population were eligible to vote, investors can finally look forward to more certainty, says Pendal’s ADA CHAN IF…
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 EQUITIES continue to grind higher, with the S&P…
Global equities 2025 outlook: From Trump and Japan to weight loss drugs and AI
A new Trump Administration, mass restructuring of Japanese corporates, artificial intelligence and weight loss drugs are just some of the trends that will drive global equities in 2025, says Pendal’s…
Amy Xie Patrick: What’s next for bonds under a Trump administration
Shorting bonds may no longer be the best trade, argues Pendal’s head of income strategies AMY XIE PATRICK IN the final weeks leading up to the US election, political pollsters…
Crispin Murray: What’s driving the ASX this week?
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 THE post-election rally in equities hit the…
Emerging markets: China’s property industry is responding to stimulus
Pendal’s Global Emerging Markets Opportunities team remains positive about China’s property sector. Here they explain why CHINA remains the most interesting emerging market from a top-down standpoint. Here we focus…
Tim Hext: The market has eyes only for Trump
The latest wages data supports the rate cut case, but markets are too focused on Trump, says head of government bond strategies TIM HEXT SEPTEMBER quarter wages data (the Wage Price…
Closing gender pay gaps is good for the economy – and investors
Closing gender pay gaps would bring significant benefits to the Australian economy – and to investors, argues Pendal’s ELISE McKAY CLOSING gender pay gaps could significantly boost Australia’s economy, potentially…