Peter Davidson: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to head of listed property PETER DAVIDSON. Reported by head investment specialist Chris Adams US EQUITY markets last week closed…
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Rajinder Singh: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to portfolio manager RAJINDER SINGH. Reported by investment specialist Jonathan Choong GLOBAL equity markets ended last week mostly softer, with…
Emerging Markets: How AI exports are powering Korea’s next investment opportunity
Despite strong semiconductor exports and a large current account surplus, the Korean won remains near multi‑decade lows due to capital outflows, creating a disconnect that may present medium‑term value, according…
Contributing to Australia’s energy transition
Discover how Australia’s first Commonwealth Government Green Bond is helping support the nation’s transition to a low-carbon economy. Regnan Credit Impact Trust and Pendal Sustainable Australian Fixed Interest Fund invested…
Addressing core needs for the underserved around the world
From affordable housing to microfinance, social bonds are helping create opportunity where it’s needed most. Around two thirds of global emissions come from electricity generation. Renewables and low carbon energy…
Tim Hext: Data deluge unlikely to shift the RBA
A busy week of inflation and jobs data offered some relief at the headline level, but sticky housing costs and a resilient labour market mean the Reserve Bank is unlikely…
Oliver Renton: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to investment analyst OLIVER RENTON. Reported by portfolio specialist Chris Adams THE central banks of both Australia and the US…
ASX small caps: Where we see opportunity in data centre and consumer stocks
Looking beyond the headlines, selective small-cap exposure can still uncover quality businesses. DAMIEN DIAMANT explains where the Pendal small caps team is finding opportunities SMALL CAPS provide a chance for…
Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams EQUITY markets remain supported by falling oil…
Elise Mckay: Where to find AI exposure on the ASX
The common belief is that if investors want to gain exposure to the AI thematic they have to look offshore, but Pendal’s ELISE MCKAY debunks this myth in her latest…