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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…
Pendal has visited China to explore the state of the electric vehicle and battery metals markets. BRENTON SAUNDERS explains the latest China visit shows strong signs for lithium investors Find…
Despite higher-than-expected monthly data, the outlook for inflation should be mildly friendly over the next few months, says Pendal’s TIM HEXT Why bonds, why now? Pendal’s income and fixed interest…
Here are the main factors driving the ASX this week according to Aussie equities analyst ELISE MCKAY. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share fund WE…
Our multi-asset team uses a tool called r* to get a better idea of where rates are going and what returns we can expect. Pendal’s ALAN POLLEY explains The natural…
With inflation still high but ‘sufficiently well-behaved’, the factors influencing recession are now unemployment and wages. Pendal’s TIM HEXT explains in this fast podcast You can also listen to this…
Awareness is growing among investors about risks associated with biodiversity loss. Regnan’s OSHADEE SIYAGUNA has authored a set of recommendations in a new report, Beyond Biodiversity Investor focus turns to…
ASX midcaps offer exposure to fast-growing industries such as medical technology. Here Pendal equities analyst OLIVER RENTON outlines one example, Pro Medicus Midcap portfolios offer exposure to medical technology Medical…
