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Rates are rising and long-duration assets like big US tech stocks are underperforming. Where should global equities look? Pendal’s ASHLEY PITTARD has some answers FAANG stocks continue to face headwinds…
Many EM countries look to be in good shape to weather the US Fed’s interest rate tightening cycle this time around. Pendal’s JAMES SYME explains why HOW will higher US interest…
How can responsible investors tell if a company has a robust plan for dealing with climate change? Regnan’s head of research ALISON GEORGE offers a four-point checklist Investors need comfort…
A monthly insight from James Syme and Paul Wimborne, managers of Pendal’s Global Emerging Markets Opportunities Fund INFLATION has continued to push higher in developed and emerging economies. It certainly…
It’s not an about-face, but there are signs the relentless pace of bearish bond news may be moderating, says Pendal’s head of government bond strategies TIM HEXT THIS WEEK there’s…
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…
There’s no obvious default for equity investors in this kind of market says Pendal midcap portfolio manager BRENTON SAUNDERS. Research and stock-picking will make the difference Markets caught between inflation,…
Growth in China has been slowing amid headlines of widespread Covid lockdowns. In this fast podcast Pendal’s AMY XIE PATRICK explains what it means for Aussie investors You can also…
What’s next for rates and what does it mean for investors? Here’s a quick overview from Pendal’s Head of Cash Strategies STEVE CAMPBELL THE Reserve Bank wrong-footed the market this…
‘If you don’t own China today, you’re going to miss out,’ says Samir Mehta, manager of Pendal Asian Share Fund. Here’s why Stimulus could turn around faltering Chinese economy Policymakers have…
