Ashley Pittard: Why investors shouldn’t desert quality banks
Here, Pendal’s head of global equities ASHLEY PITTARD makes the case for quality banks ahead of a likely US recession UBS, JP Morgan, Wells Fargo top picks US recession likely;…
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Here, Pendal’s head of global equities ASHLEY PITTARD makes the case for quality banks ahead of a likely US recession UBS, JP Morgan, Wells Fargo top picks US recession likely;…
It’s been a busy time for fixed-interest investors. In this bumper edition, our head of government bond strategies TIM HEXT outlines his views on the latest inflation data, the RBA…
It’s time to consider shifting to liquid alternative investments, says multi-asset expert ALAN POLLEY Higher rates a headwind for illiquid alternatives Look for diversifying liquid alternatives with inflation protection and…
Pendal’s JAMES SYME warns investors to take care before jumping into South Korea or Taiwan on the back of bullish semi-conductor export expectations Taiwan, South Korea exports historically weak Look…
Investors should look beyond the largest ASX companies to get exposure to the market’s fastest-growing industries, argues Pendal’s BRENTON SAUNDERS ASX midcaps offer exposure to fast-growing industries Watch a recent…
Pendal’s income and fixed interest team favours high-quality Australian assets likely to provide investors with a stable income and protection from the uncertainty ahead. Assistant portfolio ANNA HONG explains why…
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 Pendal Focus Australian Share…
Here are the main factors driving the ASX this week according to portfolio manager PETE DAVIDSON. Reported by portfolio specialist Chris Adams Banking sector concerns are receding and there is now…
Investing in listed property can look tricky when bond yields are higher and recession fears abound. But it’s a good time to be an active stock-picker, argues JULIA FORREST Assets…
Pendal equities chief Crispin Murray and bonds boss Tim Hext discuss the big issues facing investors right now THERE are a mind-boggling number of issues investors need to stay on…