News

If the US falls into recession, investors should be ready to buy falling equities and take advantage of higher bond yields, says Pendal’s head of multi-asset MICHAEL BLAYNEY US economy…

A US recession is highly likely, but it will be shallow and provide compelling valuations for global equities investors, says Pendal’s ASHLEY PITTARD US recession is highly likely but should be…

Several factors are driving the ASX’s January run — but investors should stay watchful, particularly on company earnings, says Pendal midcap portfolio manager BRENTON SAUNDERS China re-opening drives optimism Outlook…

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…

Here’s a quick review of Emerging Markets in 2022 from James Syme, Paul Wimborne and Ada Chan, co-managers of Pendal Global Emerging Markets Opportunities fund Read more: Why some EM…

In this article Pendal portfolio managers James Syme, Paul Wimborne and Ada Chan explain how the US dollar affects emerging markets equities – and what a weaker dollar means for…

Some investors might be surprised to find countries such as South Korea and Taiwan classed as emerging markets. There’s usually a good reason explains Pendal’s JAMES SYME Read more: Why…

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…

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…

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…