Market Insights and Education & Resources

FAST PODCAST: Where global equities investors should be hunting ...

What are the major factors driving global equities investments in this volatile period? And which plays should investors be considering right now? Pendal’...

What we can learn as UK opens up and outperforms

What can we learn as UK stocks outperform their global peers? We asked Pendal Group’s CLIVE BEAGLES Post-Covid — and five years after Brexit vote —...

Three things to watch out for at the Glasgow COP26 climate chang...

There’ll be a lot of talk at this month’s climate change conference in Glasgow. Pendal’s MURRAY ACKMAN explains what Australian investors shou...

Tim Hext: Are inflation expectations too low or rate-rise expect...

AT THE END of September we were trying to understand market pricing versus what the Reserve Bank was saying. Governor Lowe had been at pains to say the RBA woul...

Aussie equities: Unloved financials could be rate-rise winners

Near-zero interest rates have depressed returns in financial services for years. But with further rate cuts unlikely, it might be time to revisit the sector, sa...

Vimal Gor: How to think differently about fixed income

What can investors do when bonds stop performing how they’re supposed to in portfolios? Pendal’s Vimal Gor has been thinking about this – and has some ans...