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ASX property: How to find the right data centre opportunities | How to approach fixed income amid rising bond yields | What investors may be missing in mid-caps
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Data centres have moved from a niche property segment to essential infrastructure, fuelled by cloud computing and a continued rise in AI-related demand. Pendal’s PETE DAVIDSON provides more insight
Rising bond yields have weighed on markets globally, but emerging markets have been more resilient than expected, argues Pendal’s emerging markets team.
Australian mid-caps may sit between the market’s giants and emerging small companies — but BRENTON SAUNDERS argues that is exactly where some of the most interesting opportunities can appear
Merger and acquisition activity is returning to the smaller end of the Australian share market, as buyers look through short-term uncertainty and focus on mispriced assets. Pendal’s LEWIS EDGLEY explains
As bond yields remain elevated and investors weigh the implications of inflation, growth and the AI investment surge, understanding the role of duration has never been more important, argues Pendal head of government bond strategies TIM HEXT
October 19, 2026
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October 23, 2026
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China’s property slowdown and weak consumer demand dominate the debate, but they tell only part of the story, argues the Pendal Global Emerging Markets Opportunities team
Here are the main factors driving the ASX this week, according to portfolio manager RAJINDER SINGH. Reported by investment specialist Jonathan Choong
Here are the main factors driving the ASX this week, according to Pendal’s head of equities Crispin Murray.
Here are the main factors driving the ASX this week, according to analyst and portfolio manager ELISE MCKAY. Reported by portfolio specialist Chris Adams
Here are the main factors driving the ASX this week, according to Pendal’s head of equities Crispin Murray.
What investors may be missing in mid-caps | Takeover activity is picking up for ASX small caps | How active investing helps guide responsible data-centre growth
Here are the main factors driving the ASX this week, according to portfolio manager RAJINDER SINGH. Reported by investment specialist Jonathan Choong
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Get regular insights on investing, market analysis and portfolio management from the experts at Perpetual Group.
