Elise Mckay: Where to find AI exposure on the ASX
The common belief is that if investors want to gain exposure to the AI thematic they have to look offshore, but Pendal’s ELISE MCKAY debunks this myth in her latest…
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The common belief is that if investors want to gain exposure to the AI thematic they have to look offshore, but Pendal’s ELISE MCKAY debunks this myth in her latest…
Signs of a weakening Australian economy are giving markets growing confidence that the RBA’s next move may not be another hike. Pendal head of government bond strategies TIM HEXT explains WE…
AI is creating a new wave of investment opportunities on the ASX beyond the obvious winners. Pendal MidCap Fund portfolio manager BRENTON SAUNDERS highlights the niche midcap companies benefitting from…
Here are the main factors driving Australian equities this week, according to investment analyst JACK GABB. Reported by head investment specialist Chris Adams THE S&P 500 came close to notching a…
The transition to renewable electricity continues to be one of the most pressing global challenges. Around two thirds of global emissions come from electricity generation. Renewables and low carbon energy…
Investment in Housing Australia bonds is helping unlock cheaper financing for much-needed housing projects. Regnan Credit Impact Trust and Pendal Sustainable Australian Fixed Interest Fund continue to invest in social…
The role of equities in a defensive income portfolio may seem counterintuitive – until liquidity becomes critical. Pendal’s AMY XIE PATRICK explains MOST income funds look, at first glance, quite…
Wages are up, growth is down and Australia is struggling. Developments this week only change the current economic narrative at the margin. Pendal head of government bond strategies TIM HEXT…
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 EQUITY markets continue to rally, led by…
Softer-than-expected inflation data for April has lifted hopes of a rate pause, even as services inflation stays stubbornly elevated. TIM HEXT breaks down the latest data release. April inflation. Elevated…