Hunger for earnings growth certainty is driving valuation of quality companies and infrastructure businesses as investors set up portfolios for the re-opening, says Pendal equities analyst Anthony Moran Pension funds…

Aussies have overseas holidays on their minds. But has Zoom impacted corporate travel for good? How will ASX travel stocks fare in 2022? Pendal analyst Sondal Bensan has some answers…

Here are the main factors driving Australian equities this week according to our head of equities Crispin Murray. Reported by quantitative analyst Lee Ma GLOBAL EQUITY markets remained soft last week….

This week the RBA’s Dr Philip Lowe indicated the big jump in house prices wasn’t really his area of concern. Pendal’s Tim Hext explains what that means THE RESERVE Bank…

Here are the main factors driving Australian equities this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams >> Crispin Murray’s four themes of ASX full-year…

Risk is a constant theme for investors and is never more front of mind than amid a once-in-a-generation bull market. Investors wary of market rally ending But risk pricing indicates…

Debate about inflation as transitory or structural misses the point. It’s about building a portfolio that’s robust to a range of outcomes, says Pendal’s Michael Blayney. Portfolio construction must allow…

Demand for industrial office space is strong at the moment, but keep an eye on office property too, say Pendal property investment managers Pete Davidson and Julia Forrest Industrial real…

Four themes characterised full-year earnings season 2021 and will set the tone for how the market trades from here, says Pendal’s head of equities Crispin Murray Growth stocks back in…

Here are the main factors driving Australian equities this week plus the key points of August reporting season from our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams >>…