Jim Taylor: What’s driving ASX stocks this week
Here are the main factors driving the ASX this week according to portfolio manager JIM TAYLOR. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share Fund THE…
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Mainstream Online Web Portal
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Why self storage could be a good place to stash some cash
Self storage is an under-appreciated part of the real estate industry that could be a big winner from Australia’s growing population. JULIA FORREST explains the investment opportunity Population and demographics…
Global equities: where to hunt for smalls and midcaps
With interest rates peaking, and depressed valuations, small and mid-cap stocks could be poised to outperform, argues Regnan’s TIM CROCKFORD Small, mid cap valuations depressed Europe, Japan, Indonesia, Brazil best…
Aussie mid-caps that could benefit from India’s growth story
A number of Aussie mid-cap companies are taking advantage of political and economic reforms taking place in India, says BRENTON SAUNDERS Consider ASX midcaps with exposure to India Watch a webinar…
Steve Campbell: No rate cuts – or rises – in 2024?
While investors expect rate cuts offshore next year, Pendal’s head of cash strategies Steve Campbell sees our cash rate unchanged in 2024. Why bonds, why now? Hear more from our…
Crispin Murray: What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week, according to CRISPIN MURRAY. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share fund MARKETS have been…
Tim Hext: Why bonds still look better than term deposits
Have investors missed the boat on bonds after they touched 5 per cent in October? No, says Pendal’s head of bond strategies Tim Hext. In this latest fast podcast he…
Not just cricket: Why our emerging markets experts like India
India may have fallen short in the 2023 Cricket World Cup, but it’s been on a winning run since last hosting a world cup in 2011 INDIA hosted the ICC…
What we learned from OpenAI’s failed coup: don’t bet against capitalism
The turmoil at OpenAI suggests investors are better off ignoring ideology and sticking to tested principles that make markets work – profits and self-interest. SAMIR MEHTA explains Parallels between OpenAI…
Pendal’s head of income reveals a high-conviction call and a non-consensus view for 2024
Markets are pricing in a soft landing, but in a new Bloomberg webinar, Pendal’s head of income strategies AMY XIE PATRICK argues a US recession is not off the table…