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The Point
Quick, actionable insights for investors
July 2
Emerging Markets: How AI exports are powering Korea’s next investment opportunity | Tim Hext: Data deluge unlikely to shift the RBA | PODCAST: Where to find AI exposure on the ASX
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Emerging Markets: How AI exports are powering Korea’s next investment opportunity
Despite strong semiconductor exports and a large current account surplus, the Korean won remains near multi‑decade lows due to capital outflows, creating a disconnect that may present medium‑term value, according to Pendal’s EMERGING MARKETS team
Tim Hext: Data deluge unlikely to shift the RBA
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Tim Hext: Data deluge unlikely to shift the RBA
A busy week of inflation and jobs data offered some relief at the headline level, but sticky housing costs and a resilient labour market mean the Reserve Bank is unlikely to shift its cautious stance just yet. Pendal head of government bond strategies TIM HEXT explains
ASX small caps: Where we see opportunity in data centre and consumer stocks
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ASX small caps: Where we see opportunity in data centre and consumer stocks
Looking beyond the headlines, selective small-cap exposure can still uncover quality businesses. DAMIEN DIAMANT explains where the Pendal small caps team is finding opportunities
Julia Forrest: What property investors should know about the CGT reset
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Julia Forrest: What property investors should know about the CGT reset
The Federal Budget’s proposed changes would reduce the after-tax appeal of investing in established residential property, argues Pendal’s JULIA FORREST
Elise Mckay: Where to find AI exposure on the ASX
Play podcastElise Mckay: Where to find AI exposure on the ASX
The common belief is that if investors want to gain exposure to the AI thematic they have to look offshore, but Pendal’s ELISE MCKAY debunks this myth in her latest podcast interview.
Latest updates from our fund managers
Emerging Markets
Emerging Markets: How AI exports are powering Korea’s next investment opportunity
June 29, 2026
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These podcasts are for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. They have been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on the information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. The information is not to be regarded as a securities recommendation.
The information in these podcasts may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this presentation is complete and correct, to the maximum extent permitted by law neither Pendal nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information.
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Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance.
For more information, please call Customer Relations on 1300 346 821 8.00am to 6:00pm (Sydney time) or visit our website www.pendalgroup.com
Peter Davidson: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to PETER DAVIDSON
Rajinder Singh: What’s driving Aussie equities this week
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Rajinder Singh: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to portfolio manager RAJINDER SINGH. Reported by investment specialist Jonathan Choong
Contributing to Australia’s energy transition
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Contributing to Australia’s energy transition
Discover how Australia’s first Commonwealth Government Green Bond is helping support the nation’s transition to a low-carbon economy.
Addressing core needs for the underserved around the world
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Addressing core needs for the underserved around the world
From affordable housing to microfinance, social bonds are helping create opportunity where it’s needed most.
Oliver Renton: What’s driving Aussie equities this week
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Oliver Renton: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to investment analyst OLIVER RENTON
Jun 18
What SpaceX means for the broader markets | PODCAST: Where to find AI exposure on the ASX | Where we see opportunity in data centre and consumer stocks
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.
Tim Hext: Is the next RBA move a cut?
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Tim Hext: Is the next RBA move a cut?
Signs of a weakening Australian economy are giving markets growing confidence that the RBA’s next move may not be another hike. Pendal head of government bond strategies TIM HEXT explains
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