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The Point
Quick, actionable insights for investors
Nov 27
Why is inflation spiking? | Insights into equities rotation | Rising interest in green bonds | Where to for rates?
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Latest updates from our fund managers
Income and Fixed Interest
Murray Ackman: How a desire for change is driving interest in green bonds
November 26, 2025
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Emerging Markets
Emerging markets: Look past commodity exports to countries with strong domestic demand
July 26, 2023
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Emerging Markets: US dollar weakness is driving opportunity in Brazil, Mexico and South Africa
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Emerging Markets: US dollar weakness is driving opportunity in Brazil, Mexico and South Africa
US dollar weakness and domestic demand may drive an uptick in emerging markets. Pendal’s Emerging Markets Equities senior fund manager Paul Wimborne dispels some of the myths and highlights the opportunities.
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- 2026 may see continuing weakness in the US dollar
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- Tailwinds favour countries like Brazil, Mexico and South Africa
Crispin Murray: What’s driving Aussie equities this week
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Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities Crispin Murray.
Employment stronger, market almost abandons rate cuts
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Employment stronger, market almost abandons rate cuts
The latest monthly unemployment data should all but seal an August rate cut, says Pendal’s Tim Hext.
Unemployment jumped to 4.3% in June – the highest rate since late 2021. Only a massive inflation surprise for the June quarter – due out next Wednesday – would stop an August rate cute, says Tim.
But is the June jobs data just noise or the start of a new, upward trend?
We won’t see further ABS jobs data until after next month’s RBA meeting.
But Tim notes that rapid growth in “non-market” jobs (mainly education and healthcare) has masked softer growth in “market” jobs for some time.
“There are signs this non-market job growth may be slowing, so unemployment may drift a bit higher into the end of year.
“However, forward indicators such as job vacancies and NAB’s monthly business survey do not suggest a sharp or rapid rise.”
Tim goes into detail here
Peter Davidson: What’s driving Aussie equities this week
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Peter Davidson: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to PETER DAVIDSON
Elise McKay: What’s driving Aussie equities this week?
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Elise McKay: What’s driving Aussie equities this week?
Here are the main factors driving the ASX this week, according to Aussie equities analyst and portfolio manager ELISE MCKAY and reported by head investment specialist CHRIS ADAMS
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