Tim Hext: No taper tantrum, just gravity
Ongoing supply constraints will likely see 2.5% inflation in Australia next year. That may mean the start of a modest rate hiking cycle in 2023, says Pendal’s Tim Hext INVESTORS…
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Mainstream Online Web Portal
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Iron ore: what’s likely to happen next and how it will impact investors
What are the major factors impacting iron ore prices, what’s likely to happen next and what role should big miners play in a portfolio right now? Pendal’s Brenton Saunders explains…
What European inflation concerns and supply chain disruptions mean for investors
Supply chain issues and inflation concerns are affecting European equities ahead of the Q3 earnings season. Paul Wild explains the opportunities and risks Companies with pricing power will endure inflation…
Investors should be ready for a different-looking ASX in 2022
There are big changes ahead for the ASX across many sectors — and investors need to be across the opportunities, says Pendal equities analyst Elise McKay. Established players impacted by corporate activity…
Crispin Murray: What’s driving ASX stocks this week
Here are the main factors driving Australian equities this week according to our head of equities Crispin Murray. Reported by quantitative analyst Lee Ma GLOBAL markets rebound marginally last week. The…
Tim Hext: Banning unvaccinated workers could impact our economy
As Melbourne construction workers protest mandatory vaccinations, investors may want to consider how a ban on unvaccinated workers could impact the economy, says Pendal’s Tim Hext THIS WEEK has been relatively…
What’s next for investors as China’s Evergrande staves off default
Even with the promise of meeting bond interest payments, the risk of contagion from Evergrande has increased as investors rotate away from equities and high yield credit. Pendal’s Oliver Ge…
Fixing this water contaminant is a long-term opportunity for impact investors
Impact investors are turning their attention to a human-made chemical that’s a big problem for water supplies. Regnan analyst Maxime Le Floch explains the opportunity Human-made chemical PFAS is a…
Vimal Gor: Active management more important than ever in defensive portfolios
The days of holding a set-and-forget 60:40 portfolio are over, says Pendal’s Vimal Gor. Investment managers need strategies and sub-strategies within a defensive portfolio. Here’s why 60:40 portfolio construction is…
How ASX travel stocks are likely to take off in 2022
Aussies have overseas holidays on their minds. But has Zoom impacted corporate travel for good? How will ASX travel stocks fare in 2022? Pendal analyst Sondal Bensan has some answers…