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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...

Vimal Gor: how low rates and deflation will impact investors

Pendal's Head of Bond, Income and Defensive Strategies, Vimal Gor.

How will deflation impact investors in a low-rate environment Pendal's Head of Bond Income and Defensive Strategies Vimal Gor pictured above explains in this plain language keynote presentation from the Conexus Fiduciary Investors Symposium on May 19 2020. TODAY I want to run through some of the unprecedented numbers we're seeing and outline how this economic environment could play out. What is the economic outlook...

Susheela Peres da Costa: How COVID-19 put the spotlight on ESG

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The COVID-19 crisis underlines the importance of considering Environmental Social and Governance factors when investing. Regnan's head of advisory Susheela Peres da Costa expains why in this interview with online business channel Ausbiz.com.au.Watch the video above or read this transcript AUSBIZ.COM.AU INTERVIEWER We were speaking earlier about Environmental Social and Governance ESG and it was pointed out that in this crisis ESG is still front...

A plain language guide to rebalancing in times of volatility

Stuart Eliot is a senior portfolio manager in Pendal's Multi-Asset team

Rebalancing can materially improve outcomes for investors when done thoughtfully. But it s a surprisingly complex subject.Here Pendal senior portfolio manager Stuart Eliot pictured above offers some practical plain-language tips. REBALANCING is a surprisingly technical subject.There is no shortage of articles out there that discuss the topic using a load of formulas and heavy-duty number crunching.Instead here we ll explain in plain language the practical...

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...

Vimal Gor: the outlook for negative rates

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What s the outlook for negative rates Pendal s Head of Bond Income and Defensive Strategies Vimal Gor gives a snapshot here in a new video interview with online business channel Ausbiz.com.au.Watch the video above or read the transcript below. TRANSCRIPTAUSBIZ.COM.AU INTERVIEWER Is the Fed continuing to backstop equity markets going to end in tears at some point in your view VIMAL GOR Yes. I...

Equities outlook: the cases for bull and bear scenarios

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...

V, U, W, L… which shape the recovery is likely to take

Tim Hext, portfolio manager with Pendal's Bond, Income and Defensive Strategies team

As social distancing restrictions ease focus is turning to economic recovery. But what shape will it take Portfolio manager Tim Hext from Pendal's Bond Income and Defensive Strategies team explains It s a recession when your neighbour loses his job it s a depression when you lose yours. So said President Harry Truman after World War II and it holds true in 2020 as the...