Market Insights and Education & Resources

Tim Hext: Budget deficits are now structural and inflation will ...

The next five years will see inflation significantly higher than the past decade. We should be alert to this but not alarmed says Pendal portfolio manager Tim H...

Michael Blayney: what the federal Budget means for portfolio con...

Which asset classes look good in light of this week’s federal Budget? Pendal’s head of Multi Asset Michel Blayney explains   THE federal govern...

What’s driving ASX stocks this week

  Here’s what’s driving Australian equities this week according to Pendal’s head of equities Crispin Murray (pictured above) and portfolio ma...

Strategic acquisition of TSW

PENDAL GROUP (ASX: PDL) today announced it has entered into an agreement to acquire 100% of Thompson, Siegel & Walmsley (TSW), a US-based, value-oriented in...

Tim Hext: Inflation remains low… for now

What’s next for inflation? Pendal portfolio manager Tim Hext explains in his weekly Bond, Income and Defensive Strategies report. Find out more about Pend...

Emerging Markets: what India’s Covid surge means for inves...

Spotlight on Emerging Markets: A monthly update from James Syme and Paul Wimborne (pictured), managers of Pendal’s Global Emerging Markets Opportunities Fund...