Ashley Pittard: US Fed may stretch out rate hikes
Resolving the humanitarian crisis in Ukraine must be our first concern says Pendal’s head of global equities ASHLEY PITTARD. But if a peaceful resolution is found, what can global equities…
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Resolving the humanitarian crisis in Ukraine must be our first concern says Pendal’s head of global equities ASHLEY PITTARD. But if a peaceful resolution is found, what can global equities…
The first half of this year will be all about volatility, but the Fed’s ability to control inflation will be the critical factor in 2022, says Pendal’s head of global…
The key question for 2022 is whether the US Fed can keep inflation under control without short-circuiting the business cycle, says Pendal’s head of global equities ASHLEY PITTARD Investors head…
Are the FAANGs losing their bite? The latest US earnings season has revealed new opportunities and risks, says Pendal’s head of global equities ASHLEY PITTARD Global equities earnings growth extends…
If the pick-up in capital spending among businesses continues, higher prices are much more likely to be here to stay, says Pendal’s head of global equities Ashley Pittard Capital spending…
What do China’s recent regulatory changes mean? Where else should investors be looking in Asia? Pendal’s Samir Mehta has answers in this short video with portfolio specialist Chris Adams. Watch…
Global energy and financial stocks have been unloved, but as inflation comes through it’s time to take another look. Pendal’s head of global equities Ashley Pittard explains why Financials and…
Investors expect China may turn its regulatory spotlight on property after tightening industries such as education. Pendal’s Samir Mehta explains the outlook China seeking to reduce cost of living pressures…
The enduring trend to digitalisation and a faster-than-expected economic recovery are two insights we can learn from strong results among European banks. Paul Wild explains THE WORD “digitalisation” appears in…
There are parallels between China’s crackdown on its education and tech industries and similar moves in the US. China investors can learn from this, says Pendal’s Samir Mehta July was…