News

Emerging markets seem to be entering an extended period of rate-cutting, which should support their economies and equity markets. Pendal EM portfolio manager JAMES SYME explains Uncertainty remains high in…

Here are the main factors driving the ASX this week according to Pendal investment analyst ANTHONY MORAN. Reported by portfolio specialist Chris Adams ROBUST employment and income growth in the US…

Cash rates finishing the year at 3.1% seems like a good bet, writes Pendal’s head of government bonds TIM HEXT. Here’s why THE GDP numbers for Q1 2025 were released today….

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 FALLING bond yields, decent earnings from Nvidia…

Here’s what the latest inflation data means for markets, according to Pendal’s head of government bonds TIM HEXT HAS a two-year disinflation trend in Australia finally come to a halt?…

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 WE expect markets to remain volatile…

Tariffs, trade and AI are the big stories driving markets. But with investors increasingly focused on global themes, opportunities are emerging at home on the ASX, says CRISPIN MURRAY NARRATIVE-DRIVEN…

Although evolving tariff policies threaten a trade downturn, investor uncertainty about US economic policies is a positive for emerging economies, argues Pendal’s emerging markets team VOLATILITY in global financial markets…

Here’s what the latest monetary policy adjustments mean for investors, according to Pendal’s head of cash strategies STEVE CAMPBELL THE Reserve Bank of Australia eased monetary policy for a second time this year, cutting…

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 walk-back of US-China tariffs has reinforced…