As Melbourne construction workers protest mandatory vaccinations, investors may want to consider how a ban on unvaccinated workers could impact the economy, says Pendal’s Tim Hext THIS WEEK has been relatively…

Even with the promise of meeting bond interest payments, the risk of contagion from Evergrande has increased as investors rotate away from equities and high yield credit. Pendal’s Oliver Ge…

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…

Stagflation is a buzzword in global markets at the moment. Is it really back to the 1970s? And what would that mean for investors? Pendal portfolio manager Amy Xie Patrick…

The days of holding a set-and-forget 60:40 portfolio are over, says Pendal’s Vimal Gor. Investment managers need strategies and sub-strategies within a defensive portfolio. Here’s why 60:40 portfolio construction is…

What impact will China’s economic slowdown have on Emerging Markets investors? And what are the alternatives? Here’s a quick overview from Pendal’s James Syme and Paul Wimborne THERE has been…

Impact investors are turning their attention to a human-made chemical that’s a big problem for water supplies. Regnan analyst Maxime Le Floch explains the opportunity Human-made chemical PFAS is a…

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….