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Emerging markets investors should take a close look at United Arab Emirates right now. Senior fund manager JAMES SYME explains why UAE has made a powerful post-Covid recovery Significance of…
After the GFC investors generally had to chase greater risk to achieve targeted returns. But that looks to be changing, argues Pendal’s ALAN POLLEY Overly austere government budgets have hurt…
Here are the latest insights on the fixed interest landscape from Pendal’s head of government bond strategies TIM HEXT Why bonds, why now? Pendal’s income and fixed interest experts explain…
Here are the main factors driving the ASX this week, according to Aussie equities analyst ELISE MCKAY. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share Fund DATA…
A ‘normalisation’ of economic conditions means it’s time for investors to reassess how they think about risk, argues Pendal multi-asset PM ALAN POLLEY Expect ‘more normal’ monetary policy in coming…
Australian bonds are looking attractive, particularly if inflation can be brought under control, says Pendal’s head of multi-asset MICHAEL BLAYNEY Aussie bonds attractive against peers Low cash rate weighing on…
With moderating inflation as the trend of the year, investors can be more assured in their bond allocation, argues Pendal assistant PM ANNA HONG Why bonds, why now? Find out…
Here are the main factors driving the ASX this week according to our head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams Find out about Crispin’s Pendal Focus Australian…
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…
