What's Driving Our Equity Markets And Where To Next
What's Driving Our Equity Markets And Where To Next? On the market front, the local confession period has been surprisingly muted - especially given marked weakness in Retail. This might just bode well for the formal reporting season, with the market's increasingly less optimistic - but more realistic expectations.The stocks to watch are those delivering strong free cash flow (EBITDA), that are benefiting from low-capital intensity growth, or are set to do well at this point in the business cycle. Read more here (VIEW LINK)
At Pendal Group, our vision is to combine the benefits of our strong institutional foundation and performance-focused culture with a multi-boutique specialist investment approach. We believe this approach firmly positions Pendal to achieve...