What if zero-Covid fails in China?
Markets have not priced in the possibility of a large, uncontrolled Covid outbreak in mainland China, argues Pendal senior credit analyst TERRY YUAN. Here Terry outlines how that scenario would…
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Mainstream Online Web Portal
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FAST PODCAST: Outlook for rates, inflation and what it means for bonds
Investors should be looking to upweight bonds in their portfolios on a medium-to-long term outlook, argues Pendal’s TIM HEXT in this fast podcast An excerpt from this podcast Bonds are…
What the AGL bid says about the future of energy in Australia
Businesses exposed to coal face real credit risks as well as decreased demand due to ESG concerns, writes Pendal ESG credit analyst MURRAY ACKMAN WHAT can we learn from the…
Crispin Murray’s weekly ASX 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 Crispin’s Pendal Focus Australian…
Crispin Murray’s weekly ASX 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 Crispin’s Pendal Focus Australian…
Crispin Murray’s weekly ASX 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 Crispin’s Pendal Focus Australian…
FAST PODCAST: How impact investing fits into portfolios this year
Impact investing – which aims to make money while solving the world’s biggest problems – went mainstream in 2021. What role will it play in portfolios this year? TIM CROCKFORD…
Good times for stock-pickers as rate-hike cycle arrives
Investors willing to pick through the market stock-by-stock have an opportunity to uncover good companies that have been oversold in the market’s volatility, says Pendal’s BRENTON SAUNDERS Rate rise cycle…
Alan Polley: Transitory or not, inflation is undergoing long-term structural change
Investors should prepare for a long-term structural rise in the rate of inflation, regardless of how the current economic cycle plays out, says Pendal’s ALAN POLLEY Short-term debates about inflation…
Crispin Murray’s weekly ASX 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 Crispin’s Pendal Focus Australian…