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Crispin Murray: this week’s outlook for Aussie stocks

Pendal's head of equities Crispin Murray

What s impacting Aussie stocks this week according to Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams.EQUITY markets continue to tread water a trend likely to continue until the US election barring unusually positive or negative economic or Covid news.We continue to see a modest rotation from growth to value. Overall the S amp P ASX 300...

Pendal guide: how climate change impacts business

Climate change and business: a guide for investment professionals

CLIMATE change will be the focus of the world s brightest minds over the next few days as the world marks Climate Week.More than 350 events will take place in New York City and around the world as we consider how to rebuild the global economy for people and the planet while halving global emissions by the end of the decade.As part of Pendal s...

Crispin Murray: What’s driving Aussie stocks this week

Pendal's Head of Equities, Crispin Murray

What s impacting Aussie stocks this week according to Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams. THE waning probability of an agreement on the next tranche of US fiscal support coupled with suspension of AstraZeneca s AZ vaccine trial prompted a market wobble last week.The S amp P ASX 300 fell -1.0 however it held technical...

Emerging markets: Where the China opportunities lie

Senior fund managers James Syme and Paul Wimborne specialise in Emerging Markets

Opportunity in China is not always where you might think. Global Emerging Markets Opportunities portfolio managers James Syme and Paul Wimborne pictured above explain their approachTHIS month we highlight one of the main expected drivers of our portfolio and explain the case for those investments.We focus on these holdings because a high-level look at the portfolio s relative weightings might not bring out the degree...

Changes to the Pendal Ethical Share Fund (APIR: RFA0025AU, ARSN 096 328 219)

Changes to the Pendal Ethical Share Fund APIR RFA0025AU ARSN 096 328 219 The Fund s investment strategy including how we take labour standards and environmental social and ethical considerations into account when selecting retaining or realising investments of the Fund will be changing from 12 October 2020. Investment strategyFrom 12 October 2020 the Fund will be a high conviction values-oriented concentrated portfolio of typically...

Crispin Murray: key factors impacting Aussie equities

Pendal's head of equities Crispin Murray

nbsp Here s what s impacting Aussie stocks at the moment according to Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams. Strong US jobs data last week suggests the reduction in fiscal stimulus is not yet biting. The Victorian lockdown continues to drag on Australia s national economic pulse. As a result Australia is a negative outlier...

Pendal is getting ready to launch a new online investor portal

Pendal Group

nbsp PENDAL will soon introduce a new unit registry service for our Australian-based funds. Due by March the new Mainstream system will offer clients an industry-leading online investor portal making it easier and faster to get information about their funds. Mainstream is a leading fund registry and administration service for fund managers superannuation trustees and listed companies. Once fully implemented clients will be able to...

Emerging Markets: which Latin American countries are in favour

Senior fund managers James Syme and Paul Wimborne specialise in Emerging Markets

nbsp There are some interesting differences among major Latin American countries that are important for emerging markets investors right now. Here senior portfolios managers James Syme and Paul Wimborne take a closer look explaining which countries they favour and why. nbsp WE believe growth metrics and policies designed to support growth are the key data points to track for markets with stimulative monetary policies and...

Crispin Murray: the key factors influencing Aussie equities

Pendal's head of equities Crispin Murray

Here s what s impacting Aussie stocks at the moment according to Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams.The S amp P ASX 300 gained 1.3 last week driven largely by resources 4.9 while uncertainty over the impact of the Victorian lockdown weighed on the banks -1.3 . The key near-term factors were on balance neutral...

Vimal Gor: The outlook for bond yields

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nbsp What's the outlook for bond yields right now Pendal s Head of Bond Income and Defensive Strategies Vimal Gor explains in a new video interview with online business channel Ausbiz.com.au. Watch the video above or read the transcript below. nbsp TRANSCRIPT AUSBIZ interviewer Vimal Gor is joining us from Pendal Group. I would like to get your reflections on Jerome Powell's media conference on...