News

What does this week’s big inflation number mean for rates? Here’s a snapshot from Pendal’s head of cash strategies STEVE CAMPBELL WEDNESDAY’S 7.3 per cent headline inflation number was the…

Indonesia seems to have the right natural resource endowment and policy mix to prosper, argues Pendal’s JAMES SYME Indonesia looks promising for EM investors Strong demographics support confidence Find out…

Investor pessimism about a Continental recession seems overdone and European shares are starting to look good value, argues Pendal’s Paul Wild EU shares hit by war and energy crisis Value…

Here are the main factors driving the ASX this week according to portfolio manager Brenton Saunders. Reported by portfolio specialist Chris Adams EQUITY market remain volatile and driven by macro factors….

Declines in emerging market stocks offer the potential for strong gains once the US rate rise cycle peaks, argues Pendal’s JAMES SYME Long-term Emerging Markets story remains intact Look to…

Next year is when rate hikes fully kick in and the resilience of the real economy will be tested, writes Pendal’s head of government bonds TIM HEXT IT’S been an…

IT’S almost a year to the day since NSW and Victoria exited lockdowns. NSW premier Dominic Perrottet declared “freedom day” on October 11 last year as millions of Australians celebrated…

Can natural gas investors rely on green hydrogen to reduce the risk of stranded assets? Pendal’s MURRAY ACKMAN explains Understanding stranded asset risk is critical for long-term investors Hydrogen touted…

Sustainable investing leader Regnan is exploring new approaches to ESG engagement. Regnan’s ALISON EWINGS explains Systems-wide engagement is needed to drive change Download Regnan’s 2022 Australian engagement report, From stock…

As the Aussie hits multi-year lows against a rising US dollar, is it time to currency-hedge international portfolios? Pendal’s ALAN POLLEY argues the ‘yes’ case Strong diversification benefits in foreign…