News

A re-assessment of fixed income securities and yields — and their defensive qualities — have made bonds attractive again. Here’s a quick overview from Pendal’s head of client solutions DALE…

The global commodity cycle could be beneficial for Brazil investors despite concerns over a national election, says Pendal’s PAUL WIMBORNE Markets nervous about Brazilian election But global commodity cycle looks…

Here are the main factors driving the ASX this week according to portfolio manager Jim Taylor. Reported by portfolio specialist Chris Adams MARKETS took a glass-half-full view last week, despite data…

What’s next after today’s 0.5 percentage point hike? Here’s a quick snapshot from Pendal’s head of cash strategies STEVE CAMPBELL THE Reserve Bank raised the cash rate by a further…

The RBA’s path back to neutral cash rates this year is on track. The bigger story for long bonds is the US path to potential recession, writes our head of…

It’s accepted wisdom that inflation will be at the heart of investment strategies over the next decade. But Pendal’s NUDGEM RICHYAL believes that’s wrong. Here he explains why Demographics will…

ASX-listed banks and insurers have an important role to play in emissions reduction. Regnan’s ALISON EWINGS explains what that means for sustainable investors Sustainable investors should expect banks to help…

The latest CPI data doesn’t warrant anything more aggressive than the RBA’s recent 50 basis point moves, says Pendal’s head of cash strategies STEVE CAMPBELL INFLATION data for the second…

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 Crispin’s Pendal Focus Australian…

Bonds are back. Here Pendal’s head of income strategies AMY XIE PATRICK explains why Ten-year bond rates close to 4 per cent Benchmark returns for other asset classes higher Negative…