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How are different asset classes faring in these rough economic conditions? Here’s a quick snapshot from our multi-asset chief Michael Blayney Opportunities in REITs and infrastructure Be ready to shift…
Earnings season is getting underway in the US. Senior global equities analyst SUE SCOTT outlines what investors can expect this quarter US Q3 earnings have kicked off Post-Covid adjustment still…
In the current environment tightening must come from a big reduction in government spending to support private sector growth, says assistant portfolio manager Anna Hong THE RBA’s Financial Stability Review…
Here are the main factors driving the ASX this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. Crispin Murray: Why bringing together Pendal and…
How can investors identify promising Emerging Markets? Watch where the tourists go, says Pendal’s PAUL WIMBORNE Tourism data provides a useful EM snapshot Mexico a standout, Thailand in a slump…
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…
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…
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…
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…
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…
