Nvidia’s goldmine needs shovel-makers. Here’s one place to find them
There are no Asian equivalents of the AI-driven ‘Magnificent Seven’ US tech stocks. But there are AI opportunities in Taiwan if you know what to look for. J O Hambro’s…
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Mainstream Online Web Portal
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News
Tim Hext: What we learned from the latest GDP data
The December-quarter GDP numbers just stopped short of the “no-growth” scenario we were slowly sliding towards last year. Pendal’s head of government bond strategies TIM HEXT explains what it means…
Amy Xie Patrick: Outlook from the bond enthusiast
What are the main factors now affecting fixed income investors? Pendal’s head of income strategies AMY XIE PATRICK explains how her view has evolved in recent months Will US 10-year…
Jim Taylor: What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week according to portfolio manager JIM TAYLOR. Reported by portfolio specialist Chris Adams LAST week saw the release of highly anticipated January…
Tim Hext: January inflation – a low point, for now
January data suggests inflation continues to moderate. But we shouldn’t read too much into this better-than-expected outcome, writes Pendal’s head of government bond strategies TIM HEXT THE January inflation numbers…
Crispin Murray: What’s driving markets this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by investment specialist Chris Adams LAST week was quiet on the macro…
Brenton Saunders: Three mid-cap themes that ASX investors should consider
Amid the noise from earnings season, long-term mid-cap trends continue to provide opportunities for investors. Pendal PM BRENTON SAUNDERS explains MOST equities investors know they need to look beyond the…
Are we getting over-confident on falling inflation? Tim Hext reviews the evidence
Investors have been getting used to good news on inflation. But does the latest data suggest we’re getting ahead of ourselves? Pendal’s head of bond strategies TIM HEXT reviews the…
Alan Polley: A hard landing is looking less and less likely. Here’s the evidence
A surprise rebound in the economic outlook is defying expectations of recession. Pendal portfolio manager ALAN POLLEY explains why we’re withstanding higher interest rates GLOBAL economic growth remains resilient despite…
ASX earnings season: Opportunities to be found in industrials
Despite some negative surprises among ASX industrials this earnings season, there are still opportunities for stock pickers. Pendal analyst ANTHONY MORAN explains his approach THERE have been plenty of negative…