What’s driving the ASX this week
Here are the main factors driving the ASX this week according to portfolio manager Jim Taylor. Reported by portfolio specialist Chris Adams. Find out about Pendal Focus Australian Share FundFind out…
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Emerging Markets give us clues to the strength of the global economy
A monthly insight from James Syme, Paul Wimborne and Ada Chan (pictured above), co-managers of Pendal’s Global Emerging Markets Opportunities Fund WHICH emerging markets look good right now? The clues…
Anna Hong: How the new monthly CPI indicator will impact investors
In October Australia will move from quarterly to monthly reporting of inflation data. Pendal assistant portfolio manager ANNA HONG explains what that means AUSTRALIA moves to monthly Consumer Price Index…
Crispin Murray: What’s driving the ASX 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 Crispin’s Pendal Focus Australian…
Fixed Interest: What’s next for rates and inflation
What does the RBA’s latest monetary policy statement mean for rates and inflation? Here’s a snapshot from Pendal’s head of cash strategies STEVE CAMPBELL INVESTOR response to the RBA’s monetary…
Crispin Murray: What’s driving the ASX 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 Crispin’s Pendal Focus Australian…
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 MARKETS took a glass-half-full view last week, despite data…
What’s next after today’s 50bp rates hike
What’s next after today’s 0.5 percentage point hike? Here’s a quick snapshot from Pendal’s head of cash strategies STEVE CAMPBELL THE Reserve Bank raised the cash rate by a further…
TIM HEXT: Goods prices are peaking but services have a way to go
The RBA’s path back to neutral cash rates this year is on track. The bigger story for long bonds is the US path to potential recession, writes our head of…
What today’s inflation data means for interest rates
The latest CPI data doesn’t warrant anything more aggressive than the RBA’s recent 50 basis point moves, says Pendal’s head of cash strategies STEVE CAMPBELL INFLATION data for the second…