Julia Forrest: Where to look for opportunities in listed property
Investing in listed property can look tricky when bond yields are higher and recession fears abound. But it’s a good time to be an active stock-picker, argues JULIA FORREST Assets…
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Investing in listed property can look tricky when bond yields are higher and recession fears abound. But it’s a good time to be an active stock-picker, argues JULIA FORREST Assets…
Pendal equities chief Crispin Murray and bonds boss Tim Hext discuss the big issues facing investors right now THERE are a mind-boggling number of issues investors need to stay on…
Inflation remains a key driver of investment markets, just as it was throughout the first quarter. Here’s how our head of multi-asset MICHAEL BLAYNEY is approaching asset allocation right now…
This year Australian investors should be aware of government influence in four areas, says Pendal’s head of equities, Crispin Murray. Government policy poses risks for investors Wages, banks, energy, climate…
Companies are increasingly disclosing their exposure to climate risks. But those disclosures often do not give the investors the full picture. Regnan’s ALISON EWINGS explains Climate disclosures too narrow System-wide…
The Fed has finally signalled it’s ready to pause rate hikes. Meanwhile we’re all watching for the next signs of stress after almost 5% in a year, says Pendal’s head…
Managing through the current volatility takes perspective and patience. Pendal’s MICHAEL BLAYNEY has a few tips THE past few weeks have demonstrated the need for perspective as investors manage portfolios…
The Albanese government’s revamp of a Coalition-era emissions reduction mechanism raises a number of issues for investors. Pendal’s MURRAY ACKMAN explains Winners and lowers from safeguard mechanism Find out about…
There is anger among Credit Suisse bondholders who’ve been wiped out as part of the bank’s rescue plan. But there are also important lessons for Australian fixed income investors. Pendal’s…
Should we be concerned about the knock-on effects of the Silicon Valley Bank collapse? Pendal’s AMY XIE PATRICK explains Find out about Pendal fixed interest funds COCKROACH theory refers to…