Steve Campbell: RBA likely to move to quarterly tightening in 2023
Inflation data due in January will set the scene for another rate hike in February. But from there the pace should slow, says Pendal’s head of cash strategies STEVE CAMPBELL…
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Mainstream Online Web Portal
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Advisers will also have access to view their clients’ accounts online via the secure web portal.
News
Emerging Markets: Why some investors may benefit more than others as the tide turns
Emerging markets should benefit as sentiment turns on interest rates and the US dollar. But some investors are better placed than others. Here’s why Economic outlook improving for Emerging Markets…
Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. Find out about Pendal Focus Australian Share…
Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. Find out about Pendal Focus Australian Share…
Signs of improvement for two big factors that drive Emerging Markets
A turning point for emerging markets may be approaching as the drivers of recent weakness dissipate, argues Pendal’s James Syme. US dollar outlook key to EM China emerges from downturn…
Strategic asset allocation: what matters in the long run
An annual strategic asset allocation review has led Pendal’s multi-asset team to make some recent adjustments to portfolios. Pendal’s ALAN POLLEY explains Strategic asset allocation process takes a long-term view…
It’s time to do an annual portfolio health check. Here’s how
There are three steps in checking the health of an investment portfolio. Pendal multi-asset portfolio manager ALAN POLLEY explains Annual asset allocation review critical to successful investing Three steps: strategic…
Fast podcast: Asset allocation tips from Pendal’s head of multi-asset
In our latest fast podcast, Pendal’s head of multi-asset MICHAEL BLAYNEY talks about the lessons of 2022, how he’s valuing major asset classes right now and suitable portfolio settings You…
Could polluting companies be forced to pay a climate tax?
Some say big-polluting companies should be forced to compensate the community for climate change. Pendal Credit ESG analyst MURRAY ACKMAN explains what that means for investors Find out about Regnan…
Asset allocation: what our multi-asset team learned in its latest strategic review
The long-term outlook for investment markets is more positive than it has been since 2014, argues Pendal’s Alan Polley Bonds attractive once again ‘Long-term opportunity set looks better than it…