Bonds vs equities: the double-rally dilemma
Conditions look good for both bonds and equities right now, but one asset class should come out ahead. AMY XIE PATRICK explains US two-year bond yields have slipped from 3.95%…
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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.
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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 US ECONOMIC data continues to reinforce the narrative…
Aussies are spending again. But what does it mean for rate cuts?
The latest GDP data shows Aussies are spending again. Pendal’s head of government bond strategies TIM HEXT explains what it means for interest rates AUSSIE consumers are spending again –…
How to identify emerging markets benefitting from a weaker US dollar
A softer US dollar is setting up a turning point for emerging markets – but not all countries will benefit equally. Pendal’s Global Emerging Markets Opportunities team explains A WEAKER…
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 THINGS remain relatively quiet on the macro…
Amy Xie Patrick: What the Fed’s shift from inflation to employment means for investors
A shift in focus from inflation to employment hints at a likely rate cut in September. Pendal’s head of income strategies AMY XIE PATRICK explains SINCE December 2018, we’ve known…
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 MARKETS are seeing renewed momentum on the…
Fast podcast: Tariff uncertainty means opportunity for active investors
In this podcast Pendal’s head of government bonds TIM HEXT explains what’s next for inflation, rate cuts and why this environment is favourable for active investors You can also listen…
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 MARKETS continue to grind higher last week…
Pendal’s emerging markets team remains bullish on Brazil despite latest tariffs
Despite ongoing tariff uncertainty, Pendal’s Global Emerging Markets Opportunities team remains positive on the outlook for Brazil IN EARLY August the US imposed sweeping new tariffs on dozens of countries….