Emerging Markets: Where to invest as AI leadership broadens
After a strong year for emerging markets, investors looking for continued gains should look to a weakening US dollar and pockets of resilience in China. PAUL WIMBORNE explains
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The Point
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Aug 6
AI spending starts to pay off for some hyperscalers | VIDEO: Opportunities in bonds | Where to hunt as AI leadership broadens
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Crispin Murray: What’s driving Aussie equities this week
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Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities Crispin Murray.
Who are the real beneficiaries of the AI acceleration in emerging markets
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Who are the real beneficiaries of the AI acceleration in emerging markets
Pendal senior fund manager JAMES SYME explains why investors need to look more deeply into the AI acceleration to find the true beneficiaries in emerging markets
Julia Forrest: What’s driving renewed optimism for REITs
Play podcastJulia Forrest: What’s driving renewed optimism for REITs
After a tough start to the year, A-REITs are starting to look a lot more interesting. Pendal portfolio Manager JULIA FORREST discusses the key contributors to this trend
Rates, AI and Bonds: Where the opportunities are emerging
Play podcastRates, AI and Bonds: Where the opportunities are emerging
In this new video podcast, Pendal head of government bond strategies TIM HEXT discusses how the current macro environment is creating opportunities across fixed income markets
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August 17, 2026
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Emerging Markets: Why Latin America’s political shift matters for investors
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Crispin Murray: What’s driving Aussie equities this week
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Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities Crispin Murray.
Behind the bond: Funding cleaner growth
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Behind the bond: Funding cleaner growth
Green bonds are helping finance the practical projects needed to support Australia’s shift to a lower-emissions economy.
Turning capital into climate action
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Turning capital into climate action
Targeted green bond investment can help finance measurable environmental outcomes.
Elise McKay: What’s driving Aussie equities this week
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Elise McKay: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to Aussie equities analyst and portfolio manager ELISE MCKAY and reported by portfolio specialist Jonathan Choong
Emerging Markets: Why Latin America’s political shift matters for investors
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Emerging Markets: Why Latin America’s political shift matters for investors
Improved political stability and growth-focused policies are strengthening Latin America’s investment outlook. Pendal’s Emerging Markets team explains why this matters now and what it means for portfolios.
Julia Forrest: What’s driving Aussie equities this week
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Julia Forrest: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to Pendal portfolio manager JULIA FORREST.
Tim Hext: Strong jobs growth masks deteriorating picture
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Tim Hext: Strong jobs growth masks deteriorating picture
The latest jobs data has lifted market expectations for an RBA hike, but rising underutilisation suggests the labour market is gradually softening. Pendal’s head of government bond strategies TIM HEXT explains
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