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Pendal equities analyst ELISE MCKAY is bullish on data centre stocks. But some are better positioned than others. Here’s why. Generative AI putting pressure on data centres Power and water…
Pendal portfolio manager BRENTON SAUNDERS outlines three mid-cap themes that look good right now Oil, renewables and uranium provide opportunities Data centres, battery materials worth considering Find out about Pendal…
China equities are not about to outperform the broader emerging markets benchmark. But there are opportunities if you know where to look, argues Pendal’s JAMES SYME Over-reaction in some parts…
Bond markets believe the RBA will join other central banks in an extended pause after this week’s rate rise. Pendal’s STEVE CAMPBELL explains Why bonds, why now? Hear more from…
Bond yields are hitting multi-year highs. Why is it happening and what’s next? Pendal’s head of government bond strategies TIM HEXT explains in our latest fast podcast You can also…
Equities investors have focused on operating cost inflation in recent years. Now it’s time to think more about capital expenditure, argues Pendal equities analyst ANTHONY MORAN Investors should focus on…
Higher interest rates are already flowing through to company reports. But have investors adjusted to the new reality? SAMIR MEHTA outlines strategies for a higher-rates world Higher rates are changing the game…
Market sentiment may have dipped on US tech and AI stocks. But Pendal equities analyst ELISE McKAY has no doubt AI technology will be an enduring investment theme. SENTIMENT is…
Here are the latest insights on inflation, rates, bond yields and credit from Pendal’s head of government bond strategies TIM HEXT Why bonds, why now? Pendal’s income and fixed interest…
Here are the main factors driving the ASX this week according to portfolio manager PETE DAVIDSON. Reported by portfolio specialist Chris Adams CONCERNS about the Middle East and Ukraine, ongoing tight…
