Jack Gabb: 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 IT was a macro-heavy week, with the Federal…
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Mainstream Online Web Portal
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Amy Xie Patrick: How tariffs, inflation and China’s ‘anti-involution’ policy are affecting portfolio decisions
Tariffs will show up either in inflation or corporate earnings — but the implications are starkly different for portfolio decisions, argues Pendal’s head of income strategies AMY XIE PATRICK TARIFFS…
Pendal: What’s driving Aussie equities this week?
Here are the main factors driving the ASX this week, according to Pendal portfolio manager JULIA FORREST. Reported by portfolio specialist Chris Adams DESPITE higher bond yields and a constant stream…
Unemployment’s up. Is it just noise or a sign of things to come?
June’s unemployment rise should all but seal a June rate cut. Only a massive quarterly inflation surprise at the end of July would stop it, writes Pendal’s head of government…
Steve Campbell: RBA passes rate cut surprise
What can investors expect following the Reserve Bank’s cash rate surprise? Pendal’s head of cash strategies STEVE CAMPBELL explains THE Reserve Bank of Australia (RBA) surprised the market today by leaving the cash…
Jim Taylor: What’s driving the ASX this week?
Here are the main factors driving Australian equities this week, according to portfolio manager JIM TAYLOR. Reported by head investment specialist Chris Adams LAST week began with genuine concerns about the…
Tim Hext: Australia to expect state budget downgrades
Here’s what the latest CPI data and state budgets say about the Australian economy, according to head of government bonds TIM HEXT THE May year-on-year CPI series was released today….
What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week, according to portfolio manager OLIVER RENTON. Reported by portfolio specialist Chris Adams WHILE geopolitical headlines are dominating, they have not yet…
Tim Hext: Why Pendal favours a July rate cut
Here’s what the latest employment data means for the market, according to Pendal’s head of government bond strategies TIM HEXT THE latest employment data was released today. Headline employment was…
Crispin Murray: What’s driving the ASX this week?
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams DESPITE a 12 per cent rise in…