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Here are the main factors driving the ASX this week, according to Pendal portfolio manager PETE DAVIDSON. Reported by investment specialist Jonathan Choong LAST week, we witnessed peak uncertainty with daily changes…
So far US tariffs are a mixed bag for bonds. But understanding Trump could help investors navigate markets, writes Pendal’s head of government bonds, TIM HEXT PRESIDENT TRUMP’s “reciprocal” tariffs caught many…
Here, Pendal’s head of equities Crispin Murray dissects the key questions for investors and explains how to respond following the latest slew of US tariffs PRESIDENT Trump went hard on tariffs,…
US tariffs will affect different emerging markets in different ways and investors must understand where each country sits on a spectrum of geo-economic risk. Pendal’s emerging markets team explains IN…
The US has announced a slew of tariffs based on a reciprocal tariff ‘formula’. Head of government bond strategies TIM HEXT breaks down the latest TODAY, President Trump announced a baseline 10% tariff…
As the world undergoes a massive power shift, Pendal Global Select Fund co-manager CHRIS LEES explains how investors can benefit INVESTORS shouldn’t fear a shift towards an era of “multi-polarity”…
Here are the main factors driving Australian equities this week, according to portfolio manager JIM TAYLOR. Reported by head investment specialist Chris Adams MEASURES of economic policy uncertainty are approaching four-decade…
Navigating climate strategy and regulatory uncertainty calls for nuanced action, writes Regnan’s Oshadee Siyaguna THE urgency of climate change is clear. But despite rising global temperatures, extreme weather events, and…
Here are the key takeaways from the Federal Budget and February’s inflation data, according to head of government bond strategies TIM HEXT INTERESTED readers may want to pore over the…
Here are the main factors driving the ASX this week, according to portfolio manager OLIVER RENTON. Reported by portfolio specialist Chris Adams A QUARTER AGO, the market had strong momentum, favourable…
