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Pendal Group

@PendalGroup

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

Sydney, New South Wales
Joined February 2018
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@PendalGroup
Pendal Group
1 year
📰 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
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@PendalGroup
Pendal Group
2 years
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
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pendalgroup.com
The main factors driving the ASX, according to Crispin Murray and Pendal's Australian equities team.
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@PendalGroup
Pendal Group
2 years
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
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pendalgroup.com
At current valuations, we believe fixed-income investors should be positioning now for lower rates later this year.
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@PendalGroup
Pendal Group
2 years
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
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pendalgroup.com
Here are the main factors driving the ASX this week according to Aussie equities analyst ELISE MCKAY. Reported by portfolio specialist Chris Adams A NUMBER of new data points show the...
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@PendalGroup
Pendal Group
2 years
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
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@PendalGroup
Pendal Group
2 years
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
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pendalgroup.com
What does the latest commentary from the RBA signal for markets? Pendal’s head of cash strategies, STEVE CAMPBELL, explains
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@PendalGroup
Pendal Group
2 years
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
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@PendalGroup
Pendal Group
2 years
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
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pendalgroup.com
While the US-based ‘Magnificent Seven’ takes the spotlight, several ASX-listed companies are leveraging of AI technology, reports Pendal analyst ELISE McKAY
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@PendalGroup
Pendal Group
2 years
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
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pendalgroup.com
There are no Asian equivalents of the AI-driven ‘Magnificent Seven’ US tech stocks. But there are AI opportunities in Taiwan if you know what to look for. J O Hambro’s SAMIR MEHTA explains
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@PendalGroup
Pendal Group
2 years
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
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pendalgroup.com
Beyond the human tragedy in many parts of the world, investors must be ready to manage assets differently in times of geopolitical uncertainty. Here are some tips from Pendal’s multi-asset chief...
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@PendalGroup
Pendal Group
2 years
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
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The latest GDP figures show Australia avoided a no-growth scenario in 2023. Pendal's head of government bond strategies TIM HEXT explains what this means for the market
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@PendalGroup
Pendal Group
2 years
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
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pendalgroup.com
January figures suggest inflation continues to moderate. But we shouldn't read too much into this better-than-expected outcome, writes Pendal's head of government bond strategies TIM HEXT
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@PendalGroup
Pendal Group
2 years
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
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pendalgroup.com
Despite some negative surprises among ASX industrials this earnings season, there are still opportunities for stock pickers. Pendal analyst ANTHONY MORAN explains his approach
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@PendalGroup
Pendal Group
2 years
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
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pendalgroup.com
The main factors driving the ASX, according to Pendal's Australian equities team.
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@PendalGroup
Pendal Group
2 years
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
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@PendalGroup
Pendal Group
2 years
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
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@PendalGroup
Pendal Group
2 years
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
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@PendalGroup
Pendal Group
2 years
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
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