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The Point
Quick, actionable insights for investors
Mar 12
How AI concerns are impacting India | What GDP is saying about inflation and rates | How bonds can drive gender equality
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Latest updates from our fund managers
Income and Fixed Interest
Tim Hext: What GDP is really saying about inflation and rates
March 4, 2026
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Emerging Markets
Emerging markets: Look past commodity exports to countries with strong domestic demand
July 26, 2023
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On-demand webinar: How to position portfolios for a falling-rates environment
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On-demand webinar: How to position portfolios for a falling-rates environment
A gradual rate cut path over 2025 should support economic growth, meaning investors should think carefully about fixed-income positioning. Pendal’s TIM HEXT and ANZ’s ADAM BOYTON explain in a new webinar
Elise McKay: What’s driving equities this week?
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Elise McKay: What’s driving 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
Read Pendal’s latest weekly equities overview.
Feb 6
Impact of Trump’s tariffs | How to approach volatility in AI stocks | Inflation data “good news” for RBA
Samir Mehta: Trump tariffs are unlikely to impact China’s big online retailers
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Samir Mehta: Trump tariffs are unlikely to impact China’s big online retailers
Investors should be ready for any scenario as Donald Trump weaponises trade tariffs.
This week we await the outcome of a call between Trump and Chinese president Xi Jinping to find out if tit-for-tat US-China tariffs will be paused as they were for Mexico and Canada.
But either way it would take a lot to disrupt the momentum of China’s big online retailers, argues Pendal’s Samir Mehta.
Last year China’s four big online shopping platforms – Alibaba’s AliExpress, TikTok, Shein and Temu – shipped almost $US200 billion worth of goods internationally. Of that, some $45 billion went to the US.
In anticipation of tariffs, Temu and Shein had already modified bulk shipping, diversified logistics and expanded their US networks. Meanwhile as TikTok’s future hung in the balance, Americans flocked to another Chinese app: Xiaohongshu.
“When a product provides a value proposition far superior to alternatives, tariffs might temporarily alter – but not permanently change – human behaviour,” says Samir.
Elise McKay: How equities investors should think about China’s disruptive DeepSeek AI
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Elise McKay: How equities investors should think about China’s disruptive DeepSeek AI
Market volatility sparked by China’s surprise DeepSeek AI app underscores the benefits of taking an active approach to portfolio management, argues Pendal’s Elise McKay.
DeepSeek rocked the tech world last week by demonstrating performance similar to OpenAI’s ChatGPT at a fraction of the development cost.
Market reaction was swift. Nvidia, the leading supplier of AI chips, dropped 17 per cent.
“The day-one market reaction is not necessarily reflective of the medium-or-longer-term outlook,” says Elise. “It is important to look through the noise.
“Volatility is a reflection of the unknown — and uncertain situations can create opportunities as we get clarity.
“DeepSeek demonstrates how the increasing influence of passive money in equity markets is creating opportunities for active managers.
“Cheaper AI shifts power away from the handful of hyper-scalers who could previously charge a premium for access. Open-source models mean a wider range of people can use it.”
“That could mean a broadening of market leadership away from the Magnificent Seven tech leaders such as Nvidia and Meta.”
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