Pendal Group

Pendal is an independent, global investment management business focused on delivering superior investment returns for our clients through active management.

[Pendal Group @PendalGroup]

📰 What's driving the ASX this week? Pendal's Elise McKay breaks down all the macro and micro forces affecting Aussie equities - read more: https://t.co/JWQkTJGx1j

#equities
#ASX
#marketupdate

[Pendal Group @PendalGroup]

Here's quick overview of the global factors driving the ASX this week, according to our head of equities Crispin Murray.

#ASX200 #ausbiz
https://t.co/Y5gENXSypQ

[Pendal Group @PendalGroup]

The latest Aussie jobs data reflects continued bumpiness for inflation's last mile. But volatility provides fertile ground for opportunistic trades, argues Anna Hong, Pendal's deputy portfolio manager, insurance and rates.

https://t.co/QDaf1GMe4P
#fixedinterest #asx200

[Pendal Group @PendalGroup]

Economic conditions are holding up just fine, according to a slew of US data. Here is our latest weekly ASX outlook, from equities analyst Elise McKay.

#ASX200 #ausbiz

https://t.co/LAgwnvVznI

[Pendal Group @PendalGroup]

Private credit has its place in portfolios. So do bonds. In her latest article, Pendal head of income strategies Amy Xie Patrick says that as rates normalise, investors would do well to remember that those roles are different: https://t.co/4Rqar9FRVZ

#pendal
#bonds
#investing

[Pendal Group @PendalGroup]

What does the latest commentary from the RBA signal for markets? Steve Campbell, Pendal’s head of cash strategies, shares an update in his latest note to investors: https://t.co/zgjZNGOljB

#pendal
#fixedincome
#rba
#ausbiz
#investing

[Pendal Group @PendalGroup]

Momentum remains strong across most equity markets, but a period of consolidation is likely. Pendal's head of equities Crispin Murray reveals what's driving the market in his latest note to investors: https://t.co/4sbgNf31SF

#pendal
#equities
#asx200
#investing
#ausbiz

[Pendal Group @PendalGroup]

While the US-based ‘Magnificent Seven’ takes the spotlight, Pendal's Elise McKay reveals which ASX-listed companies are also leveraging of AI technology in her latest article: https://t.co/0DY6A3ynw9

#pendal
#investing
#ai
#equities
#asx200

[Pendal Group @PendalGroup]

There are no Asian equivalents of the AI-driven ‘Magnificent Seven’ US tech stocks. But according to Samir Mehta, there are AI opportunities in Taiwan if you know what to look for: https://t.co/FdAPBF8Zam

#pendal
#johambro
#ai
#investing
#globalequities

[Pendal Group @PendalGroup]

How do you manage portfolios in times of turmoil? Our head of multi-asset shares his thoughts - from preparing ahead of time, to understanding asset exposure, and considering some home bias in one's portfolio: https://t.co/bqWnHJHjBg

#pendal
#multiasset
#investing

[Pendal Group @PendalGroup]

Today's quarterly GDP numbers just stopped short of the “no-growth” scenario we were sliding towards last year, says Pendal's Tim Hext in his latest note: https://t.co/qgGcWgPPOL

#pendal
#fixedincome
#economy
#GDP
#investing

[Pendal Group @PendalGroup]

What's driving the ASX this week? Pendal's Jim Taylor explains in his latest weekly note: https://t.co/IOJtuhPmPZ

#pendal
#asx200
#earnings
#equities
#investing

[Pendal Group @PendalGroup]

January data showed a continuation of the theme of moderating inflation, but we shouldn't read too much into this better-than-expected outcome. Pendal's Tim Hext explains why in his latest note to investors: https://t.co/te8k497Fea

#pendal
#inflation
#fixedincome
#investing

[Pendal Group @PendalGroup]

Despite some negative surprises among ASX industrials this earnings season, there are still opportunities for stock-pickers - and Pendal's Anthony Moran knows where to look: https://t.co/wxDwmwFehr

#pendal
#asx
#equities
#investing
#earningsseason

[Pendal Group @PendalGroup]

What's driving the ASX this week? Pendal's Crispin Murray explains in his latest note to investors.

https://t.co/OutJZshMiO

#pendal
#investing
#equities
#marketupdate
#asx200

[Pendal Group @PendalGroup]

Are we getting over-confident on falling inflation? Pendal's Tim Hext explains what the latest inflation signals are telling us in our latest podcast: https://t.co/usPlJhuqkn

#pendal
#inflation
#economicdata
#investing
#fixedincome

[Pendal Group @PendalGroup]

Long-term mid-cap trends are providing opportunities for investors. Here are three themes ASX investors should consider, according to Pendal's Brenton Saunders: https://t.co/3Q8TokK7kA

#pendal
#equities
#midcaps
#investing
#ASX

[Pendal Group @PendalGroup]

With global economic growth proving resilient, a hard landing looks less likely. Here's the evidence according to multi-asset portfolio manager Alan Polley, who shares Pendal's economic analysis.

https://t.co/2kD9OEttwV

#pendal
#economy
#inflation
#multiasset
#investing

[Pendal Group @PendalGroup]

Here are the main factors driving the ASX this week, according to Pendal's Aussie equities team.

Read the article: https://t.co/rob63aGZIJ

#pendal
#equities
#marketupdate
#asx200
#ausbiz

[Pendal Group @PendalGroup]

Miss our webinar with Tim Hext and Stephen Halmarick? Catch the highlights in this article and get insight into how fixed-interest investors should be positioned in 2024: https://t.co/8ugkVNMQ2L

#pendal
#commbank
#fixedinterest
#investing
#webinar