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The Point
Quick, actionable insights for investors
Oct 30
Time for high-quality credit? | AI – how to pick winners | AI – where to find value | Regnan assesses Australia’s green hydrogen strategy
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Tim Hext: No rate cuts for now, but still likely in February
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Crispin Murray: What’s driving the ASX this week
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Crispin Murray: What’s driving the ASX this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities Crispin Murray.
Amy Xie Patrick: What the Fed’s shift from inflation to employment means for investors
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Amy Xie Patrick: What the Fed’s shift from inflation to employment means for investors
A shift in focus from inflation to employment hints at a likely rate cut in September observes Pendal’s head of income strategies AMY XIE PATRICK
In her latest article, Amy explains how she is positioning Pendal’s income funds in response to these and other global factors.
Pendal profile: Meet Australian equities analyst and portfolio manager Elise McKay
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Pendal profile: Meet Australian equities analyst and portfolio manager Elise McKay
AUSTRALIAN equities have the potential to offer investors a compelling trio of benefits, argues analyst and portfolio manager Elise McKay.
In this video, Elise explains how the Pendal investment process helps her team identify and take advantage of opportunities in Australian shares.
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These podcasts are for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. They have been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on the information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. The information is not to be regarded as a securities recommendation.
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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 head investment specialist CHRIS ADAMS
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.
Jim Taylor: What’s driving the ASX this week?
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Jim Taylor: What’s driving the ASX this week?
Two scenarios are emerging in the US – but a lack of data is clouding visibility on which might dominate.
“On one hand, we’re seeing strong spending, decent corporate cap-ex and resilient employment support solid corporate earnings and underpin full equity-market valuations,” says Pendal equities PM Jim Taylor.
“On the other, we’re seen slowing labour demand, flat real labour income and a lagged inflation pulse heightening recession fears.”
The US government shut-down – now entering its third week – is restricting the publishing of economic data.
We will finally get to see September US inflation data this Friday evening (it was originally scheduled for October 15), before the Fed’s next rate-setting meeting on October 29.
Minutes from the Fed’s last meeting show a majority view towards “easing policy further over the remainder of the year”.
But some board members noted relatively easy financial conditions warranted “a cautious approach in the consideration of future policy changes”.
China’s showing weak growth, but strong market returns. Here’s why
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China’s showing weak growth, but strong market returns. Here’s why
What do weak growth and strong market returns in China mean for investors? Here’s an explanation from Pendal’s Global Emerging Markets Opportunities team
- Tech and dollar diversification drive China interest
- Weak economic indicators contrast with strong equity returns
Tim Hext: Is Inflation creeping higher? Are rate cuts over?
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Tim Hext: Is Inflation creeping higher? Are rate cuts over?
THE narrative driving the Reserve Bank and markets this year is that well behaved inflation allows cash rates to slowly move back to neutral.
The exact timing and speed, and indeed where neutral is, would be set against the backdrop of the other key RBA objective – employment.
The RBA recently updated its year-end inflation forecasts to 3% headline and 2.6% underlying (or “trimmed mean”).
So you might expect today’s monthly CPI numbers – 3% headline and 2.6% underlying –to be greeted with a shoulder shrug.
The numbers are volatile but all seems on track.
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