UK equities could be undervalued. Here’s why
The United Kingdom looks as “good as I’ve seen in the 30 years I’ve been working in it”, says Pendal Group’s Clive Beagles. Equities in the UK may be significantly…
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Mainstream Online Web Portal
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Crispin Murray: what’s driving Australian equities this week
Here’s what’s driving Australian equities this week according to Pendal’s head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. Find out about Crispin Murray’s Pendal Focus Australian Share Fund Concerns…
Tim Hext: Take note of these two graphs in the RBA’s monetary statement
Here’s our weekly Bond, Income and Defensive Strategies note from Pendal portfolio manager Tim Hext. THE latest RBA statement on monetary policy is a great read, not just for thoughts…
Impact investing: Cement is the world’s biggest CO2 emitter. Hoffmann has a solution
The cement industry accounts for about 8 per cent of global greenhouse gas emissions. French-based Hoffmann Green Cement has a potentially lucrative solution Innovative solution to one of the biggest…
When it’s okay to buy oil companies — and which ones
Quality oil and gas companies are transforming. That’s where opportunities lie says Pendal’s head of global equities, Ashley Pittard. There are strong earnings tailwinds behind oil companies Buying into transforming…
Emerging markets: China crackdowns underline importance of top-down investor view
China is teaching the world a portfolio construction lesson, reminding investors that geopolitical risk is an ever-present danger to valuations despite the apparent attractiveness of star stocks. Pendal’s Paul Wimborne…
It’s easier being green if you think global
“It’s not easy bein’ green,” sang Kermit the Frog. But sustainable portfolio construction does get easier when investors take a global view, says Pendal’s Michael Blayney. Being green is best…
How China’s regulatory changes could mean opportunity for investors
Higher levels of regulation in Beijing could make big Chinese companies more attractive by raising barriers to entry in key industries. Pendal’s Samir Mehta explains Balancing risk, investors should consider…
What’s driving Australian equities this week
Here’s what’s driving Australian equities this week according to Pendal’s Jim Taylor. Reported by portfolio specialist Chris Adams. KEY INDICIES consolidated gains last week in the face of surging Delta cases around the…
Tim Hext: Inflation strengthens but government subsidies keep it in check
Here’s our weekly Bond, Income and Defensive Strategies wrap from Pendal portfolio manager Tim Hext. THE June Quarter CPI numbers were strong but largely as expected. Headline CPI was 0.8%…