Global equities: What to look for when investing in AI
Which companies will benefit from AI technology in the long term? Which are caught up in a short-term frenzy? Pendal global equities analyst SUE SCOTT explains what to look for…
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Which companies will benefit from AI technology in the long term? Which are caught up in a short-term frenzy? Pendal global equities analyst SUE SCOTT explains what to look for…
Just as mortgage holders locked in fixed rates two years ago, now could be the time to lock in 10-year bonds, argues Pendal’s TIM HEXT in our latest fast podcast…
Here are the main factors driving the ASX this week according to portfolio manager JIM TAYLOR. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share Fund THE…
Aussie midcaps are a good hunting ground for fast-growing sectors such as minerals sands and rare earths. One example is producer Iluka Resources, writes Pendal analyst JACK GABB Mid-cap miners…
Impact investing can be an important source of diversification in a number of ways, argues Regnan’s TIM CROCKFORD Impact investing can be a source of diversification Small, mid-cap, growth exposure…
With interest rates rising and the risk of a recession rising, it’s time to look for a safe harbour, says Pendal’s ANNA HONG Rate rise risks triggering a recession Fixed…
China has emerged quickly from zero-Covid, but its property industry is holding the economy back. What does that mean for investors? Here’s a view from Pendal’s head of income strategies…
Renewed negativity about China’s growth is creating opportunities to buy good companies that are focused on delivering for shareholders. SAMIR MEHTA explains where to look China’s re-opening disappoints Quality opportunities…
The world of office space provides plenty of challenges, but also opportunities if you know where to look, argues Pendal’s JULIA FORREST WFH and rising interest rates challenge office property…
Emerging markets can offer diversification and stronger growth, but it’s important to take a country-by-country approach, argues Pendal’s JAMES SYME Find out about Pendal Global Emerging Markets Opportunities fund Watch…