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Julia Forrest: the post-COVID outlook for retail REITs

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nbsp What is the outlook for retail REITs in a post-COVID world Should retail landlords charge rent based on a tenant's turnover Pendal portfolio manager Julia Forrest tackled this hot issue at The Australian Financial Review's Retail Summit on June 26 2020. Watch the video above. nbsp Julia Forrest is a portfolio manager with Pendal's Australian Equities team. Julia has managed Pendal's property trust portfolios...

Crispin Murray’s weekly Australian equities outlook (Jun 22)

Pendal's Head of Equities, Crispin Murray

nbsp Here s the latest outlook for Australian equities from Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams. CONCERNS about a material second wave of COVID-19 infections have increased over the past week. This reflects a rise in cases in some parts of the US and other countries. Here in Australia the spike in Victorian cases needs...

Crispin Murray’s weekly Australian equities outlook

Pendal's Head of Equities, Crispin Murray

Here s the latest outlook for Australian equities from Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams. THE COMBINATION of a short-term over-bought market an increase in virus case-loads in some parts of the US and perhaps a case of sell the fact as the Fed confirmed its current monetary stance prompted the biggest sell-off in Australian...

Crispin Murray’s weekly Australian equities outlook

Pendal's Head of Equities, Crispin Murray

Here s the latest outlook for Australian equities from Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams. EQUITIES continue to surge driven by optimism over the pace of economic recovery.The rotation away from defensives and growth to deep cyclicals and value continues. This is providing better breadth to the market as previous laggards start to catch up....

Crispin Murray’s weekly Australian equities outlook

Pendal's Head of Equities, Crispin Murray

Here s the latest outlook for Australian equities from Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams. STOCKMARKET sentiment has been buoyed by a roll-back of restrictions and anecdotal evidence that some parts of the economy are recovering faster than expected possibly as the result of pent-up demand.That helped the S amp P ASX 300 to a...

Crispin Murray: the outlook for Australian equities

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Pendal's Head of Equities Crispin Murray outlines his thoughts on the current market environment.Watch the video above or read transcript below. TRANSCRIPTHello everyone. My name is Crispin Murray from Pendal Group. I thought I'd take the opportunity today to share with you our thoughts on the current market environment and how we at Pendal invest and manage money on behalf of clients.One of the attributes...

Aussie equities: what to watch for in coming weeks

Pendal's Head of Equities, Crispin Murray

Which factors are likely to impact Australian equities in coming weeks Here's an outline from Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams.THERE are a number of things to watch for in terms of potential market impact in coming weeks 1. PolicyThere may be some risk of disappointment on the policy front in coming weeks as we...

Equities outlook: the cases for bull and bear scenarios

Pendal's Head of Equities, Crispin Murray

Which way will equities markets go from here Here Pendal s head of equities Crispin Murray pictured above outlines the case for both bull and bear scenarios. Reported by portfolio specialist Chris Adams.At the end of last week the ASX 300 had rebounded 20 from its low recapturing just over a third of the drawdown from the February high. However this lagged the 31 bounce...

Where to look for opportunities as markets rebound

Michael Blayney, Pendal Group's Head of Multi-Asset

They are the perennial questions for investors when where and what to buy. Here Pendal's head of Multi-Asset Michael Blayney pictured runs through the outlook for major asset classes. NOW that markets have rebounded somewhat the questions of when where and what to buy take on a greater significance.It is not unusual to get a sharp rally in stock indices during a bear market. The...