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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…
Pendal Concentrated Global Share Fund Hedged – Class R (APIR: RFA0031AU, ARSN: 098 376 151) On 23 September 2021, the existing units of the Pendal Concentrated Global Share Fund Hedged…
Deglobalisation, digitisation and decarbonisation are the three global megatrends that will dictate portfolio returns post-Covid, says Pendal portfolio manager Chris Lees Deglobalisation, digitisation, decarbonisation are key trends Look for ‘good…
Here are the main factors driving the ASX this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams INFLATION concerns eased last week and there…
A weekly income and fixed interest snapshot from Pendal assistant portfolio manager ANNA HONG It’s been a topsy-turvy week. Monday started with the after-shocks of the latest Australian CPI print…
Equities investors will see a continued impact from rising energies, but talk of a new energy crisis is overblown says Pendal’s Asian equities expert SAMIR MEHTA RISING energy prices are…
Fixed interest funds dedicated to impact investing can delivering strong performance while also making the community a better place, says Pendal senior credit analyst TERRY YUAN Returns in impact credit…
Most of Earth’s global CO2 emissions are now covered by net zero targets, which means big new markets are forming. Regnan impact investment analyst MAXIME LE FLOCH explains Listen to…
Trade restrictions on Chinese cotton due to human rights concerns demonstrate how modern slavery issues directly affect investors. Regnan’s ALISON EWINGS explains THE price of cotton is near a decade…
