Crispin Murray: What’s driving the ASX this week
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…
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Which Emerging Markets look good? Hint: look for tourists
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…
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…
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…