What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to Pendal investment analyst JACK GABB. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share fund…
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What’s driving ASX stocks this week
Here are the main factors driving the ASX this week, according to Aussie equities analyst ELISE MCKAY. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share Fund DATA…
Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week according to our head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams Find out about Crispin’s Pendal Focus Australian…
Aussie equities: AI and cloud computing drive data centre stocks
Pendal equities analyst ELISE MCKAY is bullish on data centre stocks. But some are better positioned than others. Here’s why. Generative AI putting pressure on data centres Power and water…
Aussie equities: Three mid-cap themes that look promising
Pendal portfolio manager BRENTON SAUNDERS outlines three mid-cap themes that look good right now Oil, renewables and uranium provide opportunities Data centres, battery materials worth considering Find out about Pendal…
Aussie equities: Why you should be scrutinising capital-intensive stocks
Equities investors have focused on operating cost inflation in recent years. Now it’s time to think more about capital expenditure, argues Pendal equities analyst ANTHONY MORAN Investors should focus on…
Elise McKay: Don’t be fooled into thinking AI has run its course
Market sentiment may have dipped on US tech and AI stocks. But Pendal equities analyst ELISE McKAY has no doubt AI technology will be an enduring investment theme. Companies with…
What’s driving ASX stocks this week
Here are the main factors driving the ASX this week according to portfolio manager PETE DAVIDSON. Reported by portfolio specialist Chris Adams CONCERNS about the Middle East and Ukraine, ongoing tight…
Aussie equities: where to hunt for category winners in this economy
There are signs the global economy is gradually slowing. Pendal’s ANTHONY MORAN explains what that means for Aussie equities portfolios Economic slowdown may require portfolio rethink Look for companies gaining…
ASX outlook: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week according to portfolio manager RAJINDER SINGH. Reported by portfolio specialist Chris Adams Find out about Rajinder’s Pendal Sustainable Australian Share Fund…