Market Insights and Education & Resources

Tim Hext: Banning unvaccinated workers could impact our economy

As Melbourne construction workers protest mandatory vaccinations, investors may want to consider how a ban on unvaccinated workers could impact the economy, say...

What’s next for investors as China’s Evergrande stav...

Even with the promise of meeting bond interest payments, the risk of contagion from Evergrande has increased as investors rotate away from equities and high yie...

Re-opening: Twin trends drive quality ASX stocks and infrastruct...

Hunger for earnings growth certainty is driving valuation of quality companies and infrastructure businesses as investors set up portfolios for the re-opening, ...

How ASX travel stocks are likely to take off in 2022

Aussies have overseas holidays on their minds. But has Zoom impacted corporate travel for good? How will ASX travel stocks fare in 2022? Pendal analyst Sondal B...

Vimal Gor: Active management more important than ever in defensi...

The days of holding a set-and-forget 60:40 portfolio are over, says Pendal’s Vimal Gor. Investment managers need strategies and sub-strategies within a defens...

Emerging markets: where to look as China slows down

What impact will China’s economic slowdown have on Emerging Markets investors? And what are the alternatives? Here’s a quick overview from Pendal’...