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The Point
Quick, actionable insights for investors
Jun 18
What SpaceX means for the broader markets | PODCAST: Where to find AI exposure on the ASX | Where we see opportunity in data centre and consumer stocks
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ASX small caps: Where we see opportunity in data centre and consumer stocks
Looking beyond the headlines, selective small-cap exposure can still uncover quality businesses. DAMIEN DIAMANT explains where the Pendal small caps team is finding opportunities
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.
Tim Hext: What wage rises and stifled growth mean for markets
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Tim Hext: What wage rises and stifled growth mean for markets
Wages are up, growth is down and Australia is struggling. Developments this week only change the current economic narrative at the margin. Pendal head of government bond strategies TIM HEXT explains
Julia Forrest: What property investors should know about the CGT reset
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Julia Forrest: What property investors should know about the CGT reset
The Federal Budget’s proposed changes would reduce the after-tax appeal of investing in established residential property, argues Pendal’s JULIA FORREST
Elise Mckay: Where to find AI exposure on the ASX
Play podcastElise Mckay: Where to find AI exposure on the ASX
The common belief is that if investors want to gain exposure to the AI thematic they have to look offshore, but Pendal’s ELISE MCKAY debunks this myth in her latest podcast interview.
Latest updates from our fund managers
Emerging Markets
Emerging Markets: Iran conflict rewrites the outlook for Asian emerging markets
May 12, 2026
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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.
The information in these podcasts may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this presentation is complete and correct, to the maximum extent permitted by law neither Pendal nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information.
Any projections contained in these podcasts are predictive and should not be relied upon when making an investment decision or recommendation. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections.
Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance.
For more information, please call Customer Relations on 1300 346 821 8.00am to 6:00pm (Sydney time) or visit our website www.pendalgroup.com
Oliver Renton: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to investment analyst OLIVER RENTON
Tim Hext: Is the next RBA move a cut?
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Tim Hext: Is the next RBA move a cut?
Signs of a weakening Australian economy are giving markets growing confidence that the RBA’s next move may not be another hike. Pendal head of government bond strategies TIM HEXT explains
Brenton Saunders on the AI-driven ASX midcap opportunity taking shape
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Brenton Saunders on the AI-driven ASX midcap opportunity taking shape
AI is creating a new wave of investment opportunities on the ASX beyond the obvious winners. Pendal MidCap Fund portfolio manager BRENTON SAUNDERS highlights the niche midcap companies benefitting from the next phase of AI growth
Jack Gabb: What’s driving the ASX this week
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Jack Gabb: What’s driving the ASX this week
Here are the main factors driving Australian equities this week, according to investment analyst JACK GABB
Funding renewable projects across the world
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Funding renewable projects across the world
The transition to renewable electricity continues to be one of the most pressing global challenges
Funding social and affordable housing across Australia
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Funding social and affordable housing across Australia
Investment in Housing Australia bonds is helping unlock cheaper financing for much-needed housing projects
Jun 4
What wage rises and stifled growth mean for markets | Why equities can play an important role in a defensive income | VIDEO: Meet co-portfolio manager of Pendal Global Select Fund
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
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