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The RBA’s Melbourne Cup day meeting will be closely watched after Wednesday’s inflation numbers. TIM HEXT explains why. IN AUSTRALIA we only get inflation data quarterly, so the number is…
In a world increasingly focused on Environmental, Social and Governance issues, many investment opportunities can be found among “sin stocks” working on an ESG transition. CLIVE BEAGLES explains Improving climate…
Pendal’s head of multi-asset MICHAEL BLAYNEY takes investors on a whistle-stop tour of the major asset classes and where to find value right now Listen to the podcast above or…
Here are the main factors driving the ASX this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams MARKETS enjoyed a good, broad-based rally last…
It looks like investors believe the RBA is wrong on its inflation outlook — and they could be right, says Pendal’s Tim Hext MARKETS and most central banks have spent…
Re-opening 2.0 is perfectly timed for retail property, but the office market is also surprisingly robust, says Pendal’s Julia Forrest in this fast podcast Listen to the podcast above or…
Investors are closely watching the upcoming COP26 climate change conference and hoping for certainty around net zero targets. Regnan’s Maxime Le Floch explains what to look for COP26 can provide…
Here are the main factors driving the ASX this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams WE SEE constructive signs emerging in recent…
Stagflation is a buzzword in global markets at the moment. Is it really back to the 1970s? And what would that mean for investors? Pendal portfolio manager Amy Xie Patrick…
What can we learn as UK stocks outperform their global peers? We asked Pendal Group’s CLIVE BEAGLES Post-Covid — and five years after Brexit vote — UK market is outperforming…
