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Pendal’s head of equities Crispin Murray today challenged BHP’s proposal to collapse its dual-listed company (DLC) structure. “As BHP Ltd (Australia) shareholders, we are not in favour of BHP’s proposal…
What are the 2021 lessons that will help guide Aussie equities investors in 2022? Pendal’s head of equities CRISPIN MURRAY explains in this fast podcast You can also listen to…
Where are the opportunities – and risks – likely to be found in 2022? Pendal Global Select Fund co-manager CHRIS LEES explains in this fast podcast You can also listen…
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…
Greater employee power and digitalisation are two pandemic trends that will endure to shape the investment landscape in 2022. CLIVE BEAGLES explains Covid has forced many companies to catch up…
Rising inflation, full equity valuations and volatility will provide opportunities for active investment managers in 2022, says Pendal’s head of multi-asset, Michael Blayney. Active investors should benefit in 2022 Volatility…
Bonds are ready to do their job again in 2022 — but rising inflation means fixed income portfolios will require nuance. AMY XIE PATRICK explains An excerpt from this podcast…
The key question for 2022 is whether the US Fed can keep inflation under control without short-circuiting the business cycle, says Pendal’s head of global equities ASHLEY PITTARD Investors head…
What can investors learn from 2021 as we look ahead into next year? Here are five lessons from a European perspective courtesy of UK-based senior fund manager PAUL WILD THE…
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 Murray’s Pendal Focus…
