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In this video podcast, Pendal head of government bond strategies TIM HEXT explores how shifting interest rates, accelerating AI investment and evolving macroeconomic conditions are creating opportunities across fixed income…
Here are the main factors driving the ASX this week, according to Pendal portfolio manager JULIA FORREST. Reported by portfolio specialist Chris Adams MIDDLE East tensions continue to weigh on markets….
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…
Here are the main factors driving the ASX this week according to Pendal portfolio manager JIM TAYLOR. Reported by portfolio specialist Chris Adams THE Middle East conflict and rhetoric from Fed…
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 SOUTH Korea’s AI-driven semiconductor…
After a tough start to the year, REITs are starting to look a lot more interesting. Pendal portfolio Manager JULIA FORREST discusses the key contributors to this trend IT’S been…
Cash might not be the “rock-star” of asset classes, but it does have a place in portfolios, explains Pendal’s head of cash strategies, STEVE CAMPBELL “Cash is always going to…
Here are the main factors driving the ASX this week, according to analyst and portfolio manager ELISE MCKAY. Reported by portfolio specialist Jonathan Choong LAST week was a quiet one in…
Pendal investment analyst CALLUM SINCLAIR explains why getting ahead of an earnings rebase can be critical in small caps — and how early research can uncover opportunities before the market…
Cash and short-duration assets are playing an increasingly important role in diversified portfolios, explains Pendal head of cash strategies STEVE CAMPBELL With inflation still above target and policy settings remaining…
