Elise McKay: What’s driving 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 THE market has taken some comfort…
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Mainstream Online Web Portal
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Tim Hext: Art of the deal or new world order?
So far US tariffs are a mixed bag for bonds. But understanding Trump could help investors navigate markets, writes Pendal’s head of government bonds, TIM HEXT PRESIDENT TRUMP’s “reciprocal” tariffs caught many…
When ‘liberation day’ became ‘liquidation day’: Crispin Murray on how to invest in a Trump world
Here, Pendal’s head of equities Crispin Murray dissects the key questions for investors and explains how to respond following the latest slew of US tariffs PRESIDENT Trump went hard on tariffs,…
Tim Hext: What Trump’s tariff formula means for markets
The US has announced a slew of tariffs based on a reciprocal tariff ‘formula’. Head of government bond strategies TIM HEXT breaks down the latest TODAY, President Trump announced a baseline 10% tariff…
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 MEASURES of economic policy uncertainty are approaching four-decade…
Tim Hext: Federal Budget – the three things that matter most to the bond market
Here are the key takeaways from the Federal Budget and February’s inflation data, according to head of government bond strategies TIM HEXT INTERESTED readers may want to pore over the…
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 A QUARTER AGO, the market had strong momentum, favourable…
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 GROWTH concerns triggered by policy uncertainty remain…
Tim Hext: In the midst of chaos, staying focused on Australian data is crucial
As the Australian bond market tries to navigate Trump-driven market turmoil, Pendal’s TIM HEXT says it can help to stay focused on the hard data AUSTRALIAN equity markets have returned…
Crispin Murray: Uncertainty creates mis-pricing and opportunity for active investors
There are opportunities in Aussie equities for investors willing to look through the noise, says Pendal’s head of equities CRISPIN MURRAY in his bi-annual Beyond The Numbers webinar ECONOMIC uncertainty,…