Emerging Markets: It’s time to look south of the border
Mexico is often overlooked by investors — but could be a buying opportunity right now, says Pendal Emerging Markets portfolio manager JAMES SYME Mexico looks a good opportunity for EM…
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Mainstream Online Web Portal
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Advisers will also have access to view their clients’ accounts online via the secure web portal.
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TIM HEXT: RBA shows some patience with a return to neutral territory
Pendal’s Tim Hext, head of government bond strategies and Steve Campbell, head of cash strategies explain why. The Reserve Bank of Australia (RBA) surprised the market yesterday when raising the…
Crispin Murray: What’s driving ASX stocks this week
Here are the main factors driving the ASX this week according to Pendal’s Head of Equities, Crispin Murray. Reported by portfolio specialist Chris Adams Higher bond yields, a stronger US dollar…
TIM HEXT: Fiscal support package announced in the UK could make inflation harder to control
The Great British Sell Off: The fiscal support package announced in the UK on the weekend could make inflation even harder to control, TIM HEXT explains. CENTRAL Banks, led by the…
Crispin Murray: What’s driving ASX stocks this week
Here are the main factors driving the ASX this week according to Pendal’s Head of Equities, Crispin Murray. Reported by portfolio specialist Chris Adams CHAIR Powell reiterated his message that the…
Jim Taylor: What’s driving ASX stocks this week
Here are the main factors driving the ASX this week according to portfolio manager Jim Taylor. Reported by portfolio specialist Chris Adams THE market was positioned for good news on the…
TIM HEXT: Inflation will test Fed’s patience, but RBA has cards up its sleeve
US rates are heading for 4% after inflation remained high in August. But the RBA may have more patience. Pendal’s TIM HEXT explains why ALONG with many other observers, we…
Two big ESG themes we saw in ASX reporting season
Energy security and workplace relations were the big ESG themes in this year’s ASX reporting season, says Pendal’s RAJINDER SINGH Labour and energy were key ESG themes this year Investors…
ESG: What Albo’s 43pc emissions target means for investors
What will Anthony Albanese’s new climate bill mean for Australian investors? Pendal’s MURRAY ACKMAN explains 43 per cent emission reduction by 2030 Opportunity for investors in electricity grid Find out…
Global equities: How should investors approach market uncertainty?
We’re in an average recessionary market, but that doesn’t mean there aren’t opportunities, argues Pendal’s CHRIS LEES in this fast podcast You can also listen to this podcast on Apple…