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US tariffs will affect different emerging markets in different ways and investors must understand where each country sits on a spectrum of geo-economic risk. Pendal’s emerging markets team explains IN…
The US has announced a slew of tariffs based on a reciprocal tariff ‘formula’. Head of government bond strategies TIM HEXT breaks down the latest TODAY, President Trump announced a baseline 10% tariff…
As the world undergoes a massive power shift, Pendal Global Select Fund co-manager CHRIS LEES explains how investors can benefit INVESTORS shouldn’t fear a shift towards an era of “multi-polarity”…
Here are the main factors driving Australian equities this week, according to portfolio manager JIM TAYLOR. Reported by head investment specialist Chris Adams MEASURES of economic policy uncertainty are approaching four-decade…
Navigating climate strategy and regulatory uncertainty calls for nuanced action, writes Regnan’s Oshadee Siyaguna THE urgency of climate change is clear. But despite rising global temperatures, extreme weather events, and…
Here are the key takeaways from the Federal Budget and February’s inflation data, according to head of government bond strategies TIM HEXT INTERESTED readers may want to pore over the…
Here are the main factors driving the ASX this week, according to portfolio manager OLIVER RENTON. Reported by portfolio specialist Chris Adams A QUARTER AGO, the market had strong momentum, favourable…
In a volatile world, equities investors should seek out businesses that are taking control of their own destiny, argues Pendal equities analyst ANTHONY MORAN THE market turmoil triggered by Donald…
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 GROWTH concerns triggered by policy uncertainty remain…
As the Australian bond market tries to navigate Trump-driven market turmoil, Pendal’s TIM HEXT says it can help to stay focused on the hard data AUSTRALIAN equity markets have returned…
