Steve Campbell: RBA likely to move to quarterly tightening in 2023
Inflation data due in January will set the scene for another rate hike in February. But from there the pace should slow, says Pendal’s head of cash strategies STEVE CAMPBELL…
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Mainstream Online Web Portal
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Emerging Markets: Why some investors may benefit more than others as the tide turns
Emerging markets should benefit as sentiment turns on interest rates and the US dollar. But some investors are better placed than others. Here’s why Economic outlook improving for Emerging Markets…
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…
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…
Could polluting companies be forced to pay a climate tax?
Some say big-polluting companies should be forced to compensate the community for climate change. Pendal Credit ESG analyst MURRAY ACKMAN explains what that means for investors Find out about Regnan…
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…
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…