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Here are the main factors driving the ASX this week, according to Pendal portfolio manager JULIA FORREST. Reported by portfolio specialist Chris Adams MIDDLE East tensions continue to weigh on markets….
The latest jobs data has lifted market expectations for an RBA hike, but rising underutilisation suggests the labour market is gradually softening. Pendal’s head of government bond strategies TIM HEXT…
Pendal senior fund manager JAMES SYME explains why investors need to look more deeply into the AI acceleration to find the true beneficiaries in emerging markets SOUTH Korea’s AI-driven semiconductor…
After a tough start to the year, REITs are starting to look a lot more interesting. Pendal portfolio Manager JULIA FORREST discusses the key contributors to this trend IT’S been…
Cash might not be the “rock-star” of asset classes, but it does have a place in portfolios, explains Pendal’s head of cash strategies, STEVE CAMPBELL “Cash is always going to…
Here are the main factors driving the ASX this week, according to analyst and portfolio manager ELISE MCKAY. Reported by portfolio specialist Jonathan Choong LAST week was a quiet one in…
Cash and short-duration assets are playing an increasingly important role in diversified portfolios, explains Pendal head of cash strategies STEVE CAMPBELL With inflation still above target and policy settings remaining…
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…
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…
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…
