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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…
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…
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…
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…
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…
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…
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…
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…
Here are the main factors driving the ASX this week, according to Pendal investment analyst JACK GABB. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share fund…
Higher interest rates will eventually work, but they’re not working just now, argues Pendal’s OLIVER GE. That could mean bonds become even better value next year Inelastic demand and supply…
