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Investors can expect green innovation to accelerate after the COP26 climate change conference because more countries are seeing that it makes good economic sense, says Regnan’s Maxime Le Floch in…

Rising inflation and supply chain disruption are a key AGM theme this year. But ASX investors can find opportunity if they know where to look. Pendal equities analyst ANTHONY MORAN…

Two events next week will shed light on whether dovish or hawkish monetary policy settings are likely in the short term. TIM HEXT explains ON MY desk I keep a…

Here are the main factors driving the ASX this week according to portfolio manager Jim Taylor. Reported by portfolio specialist Chris Adams THE market continues to question the notion of “transitory”…

A weekly income and fixed interest snapshot from Pendal assistant portfolio manager ANNA HONG FOR ALMOST two years economic data points have been accompanied with lockdown disclaimers — pre-lockdown, post-lockdown,…

A cat-and-mouse game between central banks and markets means fixed income is no longer a case of sitting on “a whole bunch of bonds for the coupon”, says Pendal portfolio…

Renewable energy and battery-powered cars grab attention in the climate change debate. But tougher, “hard-to-abate” sectors may be more important for sustainable investors. Pendal’s RAJINDER SINGH explains Challenging or “hard-to-abate”…

The federal government estimates $20 billion of funding is needed to hit net zero emissions by 2050. But it could be triple. TIM HEXT explains what that means for investors…

Europe’s re-opening is about two months ahead of Australia. Pendal’s PAUL WILD explains what we can learn from its recent earnings season European re-opening two months ahead of Australia Earnings…

Are the FAANGs losing their bite? The latest US earnings season has revealed new opportunities and risks, says Pendal’s head of global equities ASHLEY PITTARD Global equities earnings growth extends…