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Here are the main factors driving Australian equities this week, according to portfolio manager JIM TAYLOR. Reported by head investment specialist Chris Adams MIXED US economic data has morphed into scant…
What do weak growth and strong market returns in China mean for investors? Here’s an explanation from Pendal’s Global Emerging Markets Opportunities team THE relationship between economic growth and equity…
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams AT THIS point the market expects the…
Where to next after the Reserve Bank kept rates on hold at its September meeting? Pendal’s head of cash strategies STEVE CAMPBELL explains THE Reserve Bank left the cash rate…
Here are the main factors driving the ASX this week, according to portfolio manager OLIVER RENTON. Reported by portfolio specialist Chris Adams FATIGUE and rotation dominated markets last week. The S&P…
What does today’s jump in inflation mean for investors? Pendal’s head of government bond strategies TIM HEXT explains THE narrative driving the Reserve Bank and markets this year is that…
Here are the main factors driving the ASX this week, according to portfolio manager RAJINDER SINGH. Reported by portfolio specialist Chris Adams EQUITY markets continue to defy traditional September seasonal weakness….
Historically high valuations don’t mean markets cannot keep going up. CRISPIN MURRAY explains what’s driving markets – and the risks to watch for EQUITY markets are trading at historical highs…
Bond markets are reflecting a narrowing gap between developed and emerging market fundamentals. That could mean opportunity, argues Pendal’s Global Emerging Markets Opportunities team EMERGING markets are thought of as…
Here are the main factors driving Australian equities this week, according to portfolio manager JACK GABB. Reported by head investment specialist Chris Adams US inflation data and soft employment figures are…
