Global equities: Three different scenarios and their probabilities
An equity markets rally is more likely to be led by quality growth stocks than cyclical value stocks, argues Pendal’s CHRIS LEES Pendal’s Chris Lees is 50% bullish and 50%…
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Mainstream Online Web Portal
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Advisers will also have access to view their clients’ accounts online via the secure web portal.
News
Turning point for shares: what to watch
Waiting for a market inflection point? Pendal’s BRENTON SAUNDERS outlines a few issues to watch GLOBAL markets are down in 2022 as the US Fed tightens monetary policy to tackle…
Amy Xie Patrick: Why it’s a myth that you shouldn’t buy bonds in a hiking cycle
Bonds can be an appropriate investment in a hiking cycle – as long as you know what to look for, argues Pendal’s head of income strategies AMY XIE PATRICK You…
Michael Blayney: A quick overview of asset classes right now
How are different asset classes faring in these rough economic conditions? Here’s a quick snapshot from our multi-asset chief Michael Blayney Opportunities in REITs and infrastructure Be ready to shift…
Global Equities: How US earnings are likely to land
Earnings season is getting underway in the US. Senior global equities analyst SUE SCOTT outlines what investors can expect this quarter US Q3 earnings have kicked off Post-Covid adjustment still…
Anna Hong: Investors will be looking for a ‘sensible’ budget
In the current environment tightening must come from a big reduction in government spending to support private sector growth, says assistant portfolio manager Anna Hong THE RBA’s Financial Stability Review…
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. Crispin Murray: Why bringing together Pendal and…
Which Emerging Markets look good? Hint: look for tourists
How can investors identify promising Emerging Markets? Watch where the tourists go, says Pendal’s PAUL WIMBORNE Tourism data provides a useful EM snapshot Mexico a standout, Thailand in a slump…
Emerging Markets: It’s time to look south of the border
Mexico is often overlooked by investors — but could be a buying opportunity right now, says Pendal Emerging Markets portfolio manager JAMES SYME Mexico looks a good opportunity for EM…
TIM HEXT: RBA shows some patience with a return to neutral territory
Pendal’s Tim Hext, head of government bond strategies and Steve Campbell, head of cash strategies explain why. The Reserve Bank of Australia (RBA) surprised the market yesterday when raising the…