Jim Taylor: What’s driving ASX stocks this week
Here are the main factors driving the ASX this week according to portfolio manager Jim Taylor. Reported by portfolio specialist Chris Adams THE question of when and where US rates will…
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Mainstream Online Web Portal
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Beijing is changing policy on Covid and property. Is this bottom for China stocks?
Chinese policy has shifted in recent few weeks, impacting emerging markets investors. Pendal’s JAMES SYME outlines how our EM team is responding This is a monthly insight from James Syme,…
Aussie equities: Weekly ASX outlook
Here are the main factors driving the ASX this week according to Pendal investment analyst Elise McKay. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share FundFind…
Anna Hong: Waiting for a central bank pivot? Start spending less
FOR a while now our attention has been focused on the timing of a central bank pivot. That’s the much-anticipated moment when central banks change course and stop hiking rates….
Crispin Murray: What’s driving Aussie equities this week
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 Pendal Focus Australian Share…
Thinking about Chinese stocks? Read this country-level analysis first
Our Emerging Markets team always starts with a top-down, country-level investing framework. Here’s how their framework applies to China right now. This is a monthly insight from James Syme, Paul…
Why our Emerging Markets managers aren’t worried about Brazil’s lean to the left
Investors should continue to find attractive opportunities in Brazil after the transition to a new government, argue James Syme, Paul Wimborne and Ada Chan, co-managers of Pendal’s Global Emerging Markets…
Interest rates: RBA still ahead of the Fed, but another 25-point hike likely before a slow-down in 2023
Australians should prepare for another 25-point rate hike next month before policy tightening slows in the new year, says Pendal’s head of cash strategies STEVE CAMPBELL THE US Fed hiked…
What’s driving ASX stocks this week
Here are the main factors driving the ASX this week according to portfolio manager OLIVER RENTON. Reported by portfolio specialist Chris Adams MARKET sentiment continued to pick up last week despite…
What the latest inflation numbers mean for interest rates
What does this week’s big inflation number mean for rates? Here’s a snapshot from Pendal’s head of cash strategies STEVE CAMPBELL WEDNESDAY’S 7.3 per cent headline inflation number was the…