Global equities: The more AI grows, the smaller the market could be
The AI boom sweeping stocks has all the makings of another market mania. That means caution is required – but there are also useful lessons for investors, says Pendal’s SAMIR…
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Elise McKay: The questions to ask this ASX earnings season
Full-year reporting season is underway for 2023. Here Pendal investment analyst ELISE MCKAY explains the questions investors should be asking Earnings season about more than revenue and margins Look for…
Emerging markets: Stimulus unlikely but China opportunities remain
China faces slowing growth and weak consumer confidence. But there are opportunities for investors willing to take a closer look, argues PAUL WIMBORNE Economic stimulus unlikely But China equities look…
Steve Campbell: Rates still on hold but no victory declaration yet
If services inflation remain stickier than the RBA expects, further policy tightening can’t be ruled out, argues Pendal’s head of cash strategies, STEVE CAMPBELL Why bonds, why now? Hear more…
New weight-loss drugs offer solution to the obesity crisis
A new generation of weight-loss drugs has the potential to fight the obesity epidemic. Regnan analyst MAXIME LE FLOCH explains more Obesity affects one billion people worldwide New treatments are…
Tim Hext: Australian inflation is heading back to 4pc
Despite higher-than-expected monthly data, the outlook for inflation should be mildly friendly over the next few months, says Pendal’s TIM HEXT Why bonds, why now? Pendal’s income and fixed interest…
Emerging markets: Look past commodity exports to countries with strong domestic demand
Economic weakness in China is affecting emerging markets commodity exporters. That means the key to success is looking instead for domestic growth stories, argues Pendal’s JAMES SYME China’s weakness affects…
Barbie might be queen, but content is king when investing in Hollywood
Barbie and Oppenheimer may be breaking box office records right now, but Hollywood is a complex environment for investors. SUE SCOTT explains what to look for Movie industry a challenge…
Amy Xie Patrick: The market’s getting excited about China again, but it may be premature
A new signal from China caused excitement among investors this week. AMY XIE PATRICK explains what it means Take caution with China’s latest property signal Why bonds, why now? Pendal’s income…
Michael Blayney: Why it’s worth digging into infrastructure
Infrastructure and property can provide great investment options, but they need to be well understood, says Pendal’s head of multi-asset MICHAEL BLAYNEY Infrastructure and property investing can be complex Diversity…