Employment stronger, market almost abandons rate cuts
Employment data came in stronger for October, prompting the market to ‘almost’ abandon 2026 rate cuts, writes Pendal’s head of government bond strategies, TIM HEXT Employment in October grew by…
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Mainstream Online Web Portal
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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 “WHAT do you do if you’re…
Amy Xie Patrick: How to build defensiveness that protects and performs
True defensiveness isn’t about sitting still, it’s about staying ready, argues Pendal’s head of income strategies, AMY XIE PATRICK “DEFENSIVE” is one of the most overused — and misunderstood —…
Steve Campbell: Material inflation miss brings future rate cuts into question
Where to next after the Reserve Bank kept rates on hold at its Melbourne Cup Day meeting? Pendal’s head of cash strategies STEVE CAMPBELL explains THE Reserve Bank left the…
Elise McKay: What’s driving Aussie equities this week?
Here are the main factors driving the ASX this week, according to analyst and portfolio manager ELISE McKAY. Reported by head investment specialist Chris Adams HEADLINES are dominated by trade and…
Tim Hext: No rate cuts for now, but still likely in February
What does a lift in September-quarter inflation mean for rates? Pendal’s head of government bond strategies TIM HEXT explains AUSTRALIA experienced a surge in inflation last quarter. Headline inflation printed…
Julia Forrest: What’s driving Aussie equities this week?
Here are the main factors driving the ASX this week, according to Pendal portfolio manager JULIA FORREST. Reported by portfolio specialist Chris Adams
Tim Hext: ‘Stagflation-lite’ is making the RBA’s job harder
What does today’s jump in monthly unemployment data mean for investors? Pendal’s head of government bond strategies TIM HEXT explains THE RESERVE BANK has a dual mandate: keep inflation under…
Jim Taylor: What’s driving the ASX this week?
Here are the main factors driving Australian equities this week, according to portfolio manager JIM TAYLOR. Reported by head investment specialist Chris Adams MIXED US economic data has morphed into scant…
Crispin Murray: What’s driving the ASX 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 About Crispin Murray and the Pendal Focus…