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While the US-based ‘Magnificent Seven’ takes the spotlight, several ASX-listed companies are leveraging of AI technology, reports Pendal analyst ELISE McKAY ON A TOUR of the US late last year,…
There are no Asian equivalents of the AI-driven ‘Magnificent Seven’ US tech stocks. But there are AI opportunities in Taiwan if you know what to look for. J O Hambro’s…
The December-quarter GDP numbers just stopped short of the “no-growth” scenario we were slowly sliding towards last year. Pendal’s head of government bond strategies TIM HEXT explains what it means…
What are the main factors now affecting fixed income investors? Pendal’s head of income strategies AMY XIE PATRICK explains how her view has evolved in recent months Will US 10-year…
Here are the main factors driving the ASX this week according to portfolio manager JIM TAYLOR. Reported by portfolio specialist Chris Adams LAST week saw the release of highly anticipated January…
January data suggests inflation continues to moderate. But we shouldn’t read too much into this better-than-expected outcome, writes Pendal’s head of government bond strategies TIM HEXT THE January inflation numbers…
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by investment specialist Chris Adams LAST week was quiet on the macro…
Amid the noise from earnings season, long-term mid-cap trends continue to provide opportunities for investors. Pendal PM BRENTON SAUNDERS explains MOST equities investors know they need to look beyond the…
Investors have been getting used to good news on inflation. But does the latest data suggest we’re getting ahead of ourselves? Pendal’s head of bond strategies TIM HEXT reviews the…
A surprise rebound in the economic outlook is defying expectations of recession. Pendal portfolio manager ALAN POLLEY explains why we’re withstanding higher interest rates GLOBAL economic growth remains resilient despite…
