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One way to get exposure to the post-Covid tourism growth story is via plane manufacturers. Pendal global equities PM ASHLEY PITTARD explains Paris Air Show demonstrates strong demand Major manufacturers…
Investors often overlook European markets due to outdated assumptions. But the new Europe is a fast-growing, cheap play on global themes, argues PAUL WILD New Europe less cyclical, higher growth…
Here are the main factors driving the ASX this week according to our head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams LIVE WEBINAR SEP 7: Register for Crispin…
China’s property sector woes continued this week as another big property developer found itself in trouble. AMY XIE PATRICK explains Take caution with China’s latest property signal Why bonds, why…
Emerging markets investors need to take great care when choosing tech-related stocks right now. Here, Pendal’s EM team JAMES SYME, PAUL WIMBORNE and ADA CHAN explain why Find out about…
The long-forecast US recession has been delayed once again, says ASHLEY PITTARD, who heads up Pendal’s Global Equities investment team Capex spending to boost economy Tech stocks selection critical Find…
As the Albanese government prepares to issue Australia’s first sovereign green bonds, Pendal’s head of credit and sustainable strategies GEORGE BISHAY and ESG credit analyst MURRAY ACKMAN explain the issues…
Here Pendal’s head of government bond strategies TIM HEXT points out what to pay attention to in the RBA’s latest monetary policy statement Why bonds, why now? Pendal’s income and…
Here are the main factors driving the ASX this week, according to investment analyst JACK GABB. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share fund THE…
The RBA seems happy that inflation is heading in the right direction, but it’s a difficult path from here to the 2-3% band, notes Pendal’s head of bond strategies TIM…
