Podcasts about pendal

This interview is with George Bishay and Murray Ackman from the Regnan Credit Impact Trust team. In this discussion we demystify impact bonds, with some real life stories about the positive social and environmental impact that bonds can provide. George's investment management career spans over 30 years with Regnan's parent Pendal and its predecessor firms. He has also worked across numerous fixed income, credit and money market portfolios in fund management, credit analysis and dealing roles in that time. George holds Bachelor and Masters degrees in Business, and a Graduate Diploma in Applied Finance and Investment.Murray joined Pendal in 2020 to provide fundamental credit analysis and integrate ESG research across credit funds. Before joining the team, Murray worked as an independent consultant measuring ESG for family offices and Private Equity firms. Prior to this Murray was a Research Fellow at the Institute for Economics and Peace where he led research for the Institute on the Sustainable Development Goals, violent extremism and engagement with business. He has also worked as a management consultant and for a welfare organisation. Murray holds a Bachelor of Arts in Politics and International Relations, a First Class Honours degree and a Bachelor of Law from the University of New South Wales.We hope you enjoy this discussion with George Bishay and Murray Ackman of the Regnan Credit Impact Trust. You can check out Regnan and this fund at regnan-credit-impact-trust. See also:- the-social-bond-that-found-an-affordable-house-for-mum-to-be-kaitlyn - impact-investors-helped-stacey-and-luna-find-low-cost-housing- women-like-nasima-are-finding-a-career-path-with-help-from-regnan-investorsWe wish to acknowledge the traditional custodians of the land we recorded on, the Wardandi Noongar people. We pay our respects to them and their culture; and to elders past, present and emerging. For more information about James Baird, JustInvest Financial Planning and Ethical Investment Advisers see: justinvest and ethicalinvestment

So, I will readily admit that I was a bit naive when it came to the world of leather pageantry. Obviously I knew that these leather competitions existed, and that they were loosely modelled on beauty pageants, but I kind of assumed that they weren't all that serious. I just thought that people showed up, had a bit of a laugh, took a few pictures and then went home. But, I was wrong. And, I quickly learnt that when I sat down to talk about lost London space The Hoist with life coach and former stand up comedian John Pendal. John also happens to be the International Mr Leather 2003, so you can rest assured he knows a thing or two about leather pageantry. As well as excessive instances of me saying 'wow' you can expect to hear about John's sex spreadsheet, the effort he put in to preparing for the different categories of the pageant, and how he discovered his neurodiversity many years later. Follow me Instagram: ⁠⁠www.instagram.com/lostspacespod⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠www.facebook.com/lostspacespod⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@lostspacespod⁠⁠⁠⁠⁠⁠⁠⁠ Sign up to the Queer Word newsletter: ⁠⁠⁠⁠https://tinyurl.com/queerqueerword⁠⁠⁠ Support me Buy Me A Coffee: ⁠⁠⁠⁠⁠⁠https://www.buymeacoffee.com/lostspacespod⁠⁠⁠⁠⁠⁠ Follow my guest Instagram: https://www.instagram.com/johnpendal.coach/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Website: johnpendal.com Website: https://www.leatherlondonguide.com

Green bonds have gained attention due to their alignment with ESG goals, making them a key consideration for environmentally and socially conscious investors. In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth and George Bishay, Head of Credit and Sustainable Strategies at Pendal Group delve into the universe of green bonds. Their discussion explores the role of green bonds in investment portfolios, their impact, market performance and their role in portfolio diversification. The conversation addresses the vital issue of greenwashing, how they ensure credibility of green bonds and the significant role they play in responsible investing.

Today's podcast is a recording of a webinar we hosted for clients in late July 2023. On the recording, we discussed everything from what is Bitcoin and Ethereum, how they translate to investment opportunities in the real world and the significant investment potential they offer to a balanced portfolio by adding their institutional-grade Digital Asset Fund.Trovio is a diversified business founded in 2017 offering three main services. The first being technology solutions, this actually allows them to consult with industry and government and be at the forefront of change in the digital sector for Australia. The second being physical digital asset management and the third being strategic investment in digital asset businesses.We were joined by both Vimal Gor and Thomas Ciszewski. Vimal is one of the Co-Portfolio Managers for the Digital asset fund and has over 28 years of asset management experience. Prior to joining Trovio, he spent 13 years at ASX listed Pendal Group as the Head of Bond, Income & Defensive Strategies (BIDS). At Pendal he raised over $10billon in FUM to manage a total of $22billion in assets. Prior to Pendal, he spent 10 years at Aviva Investors in London and Scottish Mutual and Murray Johnstone in Scotland. Thomas is the Co-Portfolio Manager for Digital Asset Fund. He has over 25 years of experience in portfolio management and strategy development, having previously worked at Pendal Group, SouthPeak Investment Management, Macquarie and Deutsche Bank.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

The Australian market is set to start the week higher, after Wall Street ended last week with all three major benchmarks rallying. The Dow Jones had its best month since January, gaining 250 points, while the S&P500 closed 0.8% higher and the Nasdaq up 0.7%. What to watch today:This morning, the SPI futures are suggesting that our local market will rise 0.74% at the open. In commodities, Oil has advanced almost 3%, regaining earlier losses, after prospects of a global economic slowdown hurting energy demand, weighed signs of tightening supplies. Gold is also in the green as heightening global economic uncertainties and a weaker US dollar lifted demand for the safe-haven asset. Iron ore has fallen a further 2.8%, now trading around US$105 per tonne, the lowest since early December, as a demand downturn from steelmakers risked the oversupply of iron ore. Trading Ideas:Bell Potter maintains their Buy rating on Perpetual (ASX:PPT), after the company's Q3 update showed Funds Under Management in the asset management business increased to $210 billion, a 4% increase over the quarter based on the proforma PPT Assets Under Management of $93.7 billion after the inclusion of $110.2 billion of Funders Under Management from Pendal. Bell Potter says that they believe the shares were heavily sold off in late 2022 over fears of continued outflows and doubts about the achievability of the merger. They have increased their 12-month price target by 3% to $30.60, and at PPT's current share price of $24.53, this implies 24.8% share price growth in a year. They expect the shares to perform well as investors realise the value being created in the combined business. Bell Potter also maintain a Buy rating on Telix Pharmaceuticals (ASX:TLX), following the recent quarterly report which delivered a 20% beat against Bell's revenue targets, FY23/24 revenues are upgraded by 24% and 29% respectively, along with large increases to earnings. Bell Potter's price target has been upgraded by 55% to $14.00, and at the stock's current share price of $10.15, this implies 37.9% share price growth in a year. 

Stephen Neille is a director of Neeson Murcutt + Neille, formerly founding director of Pendal and Neille. Stephen studied at The University of Sydney, graduating with First Class Honours in 1988. He was awarded the RMIT 2007 University Research Prize for his PhD design project focused on the interface between architecture, landscape and spatial perception. Stephen has taught at numerous universities across Australia and is currently an adjunct professor at the University of Technology, Sydney. He is a member of the NSW State Design Review Panel. Stephen is also the founder of art practice SURF.    In this episode, your host Elizabeth McIntyre and special guest, David Welsh, have an intriguing conversation which covers topics such as: His life growing up in Perth How Stephen and Simon Pendal established Perth practice; His partnership with Neeson Murcutt  Stephen's experience working as an artist; His project 'Hole in the roof house; And much more... This episode and many others can be found on all major platforms, Apple Podcasts, Spotify, and Google Podcasts. If you enjoyed this episode, don't forget to Rate & Subscribe to our podcast to never miss out a new episode. You can also let us know who you want to hear next and what topics we should talk about by leaving us a Review on Apple Podcasts.    Mentioned in this episode: Neeson Murcutt + Neille Pendal and Neille Think Brick Awards       Social & Links Follow @ThinkBrickAustralia on Instagram, LinkedIn, and Facebook Follow @neesonmurcuttneille on Instagram

In this episode of Virtually Live, Shannon Rivkin covers: Bigtincan Holdings Ltd (BTH), Arafura Resources (ARU), Pendal group ltd (PDL), and Perpetual Limited (PPT). 

It was a strong session overnight after Federal Reserve chairman Jerome Powell signalled that the pace of rate rises will slow as soon as this month. The Dow Jones jumped 535 points or 1.6%. The S&P500 added 2.4% and the Nasdaq jumped 3.6%, while the 10-year Treasury yield slightly eased. The Fed also cautioned that they may still stay with restrictive policy, with a long way to go in restoring price stability. Wrapping up the month, the Dow and the S&P500 are up more than 4%, and the Nasdaq up around 3%. European markets closed higher, as regional investors reacted to the latest inflation data. Eurozone inflation dropped by more than expected in November, fuelling market hopes that record-high price growth has peaked, and the European Central Bank will begin slowing its interest rate hikes next month. The major benchmarks were all in the green, with the Stoxx 600 up 0.6%, Germany's DAX up 0.3%, France's CAC up 1.04% and the FTSE 100 up 0.8%. Asia-Pacific shares were mostly higher even after data for China's factory activity fell short of expectations, dropping to the lowest reading since April. What to watch today:Our local market is set to open higher, with the SPI futures suggesting a rise of 0.73% this morning. In economic data, the S&P Global Manufacturing final PMI for November will be released a 9am AEDT this morning. Remember a PMI above 50 represents an expansion from the month prior. The degree to which the reading is above 50 reflects how fast the manufacturing sector is expanding. Looking at commodities, Oil has rallied, trading 3.2% higher at US$80.70 per barrel, supported by larger-than-expected crude inventories. Gold has jumped 1.2% higher, closing in on its highest level in two weeks, on expectations of a smaller rate hike by the Fed in December. Markets are now expecting a 50-basis point hike, after the Fed delivered four straight 75 basis point increases. Iron ore is trading 2.5% higher at US$103 per tonne, the highest since mid-September, while seaborne iron ore is also trading just under 1% higher. Nickel is trading almost 5% higher. The London Metals Exchange stepped up market surveillance activity in response to a rally that saw Nickel surge by 40% to a six-month high of around US$30,000 in just two weeks. The sharp price swing raised concerns about a liquidity crisis. Nickel is currently trading at US$26,744 per tonne. Aluminium has also gained, up 4%. Watch BHP Group (ASX:BHP) and Rio Tinto (ASX:RIO) today, after the mining giants both posted gains on the New York Stock Exchange overnight. ASX-listed BHP and RIO may follow lead. Stocks set to go ex-dividend today are Pendal (ASX:PDL) and TechnologyOne (ASX:TNE). Remember this often sees shares fall as investors take their profits. Trading Ideas:Bell Potter maintains their Buy rating on Life360 (ASX:360) and their price target of $9, which is expected to return 49%. The next potential catalyst they see for 360, is the release of the 2022 results in March next year. Preliminary results will be released in February, where they expect the guidance to be met. And Trading Central have identified a bullish signal in DevEx Resources (ASX:DEV) indicating that the stock price may rise from the close of $0.33 to the range of $0.38 to $0.40 over 30 days, according to the standard principles of technical analysis. 

On this week's episode of The Exchange, Tim sat down with the exceptional Vimal Gor. Vimal has over 28 years of asset management experience. Prior to joining Trovio in July 2022 he spent 13 years at ASX listed Pendal Group as the Head of Bond, Income & Defensive Strategies (BIDS). At Pendal he raised over $10billion in FUM to manage a total of $22billion in assets. Prior to Pendal he spent 10 years at Aviva Investors in London and Scottish Mutual and Murray Johnstone in Scotland.As one of Australia's most highly regarded investors thought leaders it was a real pleasure to discuss Vimal's career and view on the market. In this episode Tim and Vimal discussed Vimal's background and how he got to be so interested in the digital asset space. They discussed what is a digital asset and the difference between the two largest assets in the space, Bitcoin and Ethereum, and the challenges the emerging asset class is currently facing plus what the future might hold. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

The Aussie share market lifted 3.6% this week (Mon-Thu), as investor sentiment was boosted by signs that the RBA and other central banks will ease their aggressive stance on rates. Plus we put the magnifying glass on some of 2022's big deals.   In this week's wrap, Grady covers: •    (0:13) How companies & investors navigated M&As this year •    (0:36) The mining deal between BHP & OZ Minerals  •    (1:26) Perpetual's bidding war over Pendal •    (3:39) The best performing stocks on the ASX200 •    (4:40) The most traded stocks & ETFs by Bell Direct clients  •    (5:12) Four economic news items to watch out for

This week we cover the US producer price index, the retail sales report, the New York federal household debt and credit report, Australian employment data, Pendal and Perpetual, BHP, and Aristocrat Leisure. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Friday 18 November 2022 Unemployment falls to just 3.4% as businesses struggle to find workers Also today: ASX cancels its $250 million Blockchain project Twiggy Forrest pledges half a billion dollars to rebuild post war Ukraine Why the Webjet MD quoted Coolio in an earnings conference Plus don't miss the latest episode of How Do They Afford That? This week, it's all about managing credit cards. Subscribe: APPLE, SPOTIFY, or anywhere you listen to podcastsSupport the show: https://fearandgreed.com.au/all-episodesSee omnystudio.com/listener for privacy information.

The local market followed in the footsteps of Wall Street today, closing the second last trading session of the week down 0.2%, amid the release of unemployment data showing a decline in the country's unemployment rate, which was a result vastly different to what economists' were expecting. Consumer staples was the leading sector today, while the energy sector weighed down on the market.The big story of was Perpetual (ASX:PPT) shares falling 13% today, while Pendal (ASX:PDL) shares jumped more than 10% during the session, after the NSW Supreme Court ruled Perpetual could face costly penalties if it walks away from the planned transaction to buy out rival Pendal, in favour of pursuing a buyout of its own, by BPEA and Regal Partners. The court ordered that the ‘break fee' of $23 million would not be an exclusive remedy for Perpetual to pay, if it walked away, and that Pendal could see orders to enforce Perpetual's obligations to complete the scheme.The winning stocks today were Pendal (ASX:PDL), Webjet (ASX:WEB) and Fisher and Paykel (ASX:FPH). And on the losing end, Perpetual (ASX:PPT) declined the most, followed by New Hope Corporation (ASX:NHC) and Whitehaven Coal (ASX:WHC).The most traded stocks by Bell Direct clients today were National Australia Bank (ASX:NAB), Terracom (ASX:TER) and Argosy Minerals (ASX:AGY).Australia's jobless rate declined 0.1% to 3.4% in October, the lowest level since the mid-1970s, defying economists' expectations of an increase in unemployment. Around 32,000 jobs were added to the Australian economy in October and seasonally adjusted monthly hours worked increased by 2.3% reflecting fewer employed people than usual taking leave during October. Floods across NSW, Victoria and Tasmania saw more people working reduced hours though due to the bad weather events.On the commodities front, oil has dropped 1.5% and is currently trading at US$84 per barrel. Gold is also in the red at US$1,762 an ounce, while iron ore has jumped more than 2% to US$99 per tonne.And the Aussie dollar is buying 67 US cents, 56.93 British Pence, 93.57 Japanese Yen and NZ$1.09. 

Emanuel Datt founder of Datt Capital breaks down the backlash Perpetual faces over the Pendal takeover. Plus, the sharemarket soars after U.S. data shows easing U.S. inflation, Steve Johnson of Forager Funds walks us through what it all means for your portfolio, has inflation peaked?  See omnystudio.com/listener for privacy information.

The local market's green run came to an end on Thursday, with the key index closing 0.5% lower, as investor sentiment was dampened by the global sell-off from overnight on the back of tighter than expected results from the midterm US election. The ASX see-sawed throughout the session before closing lower, weighed down by sharp sell-offs in the energy, metals and mining and resources sectors. The utilities sector rocketed more than 13% today after Origin Energy (ASX:ORG), one of Australia's leading energy companies, soared 34% after receiving a takeover offer worth $18.4 billion from Brookfield Asset Management and MidOcean Energy. The offer for $9 per share is the third revision of the initial offer the takeover partners first approached Origin with. Unsurprisingly, Origin Energy was the winning of today's session.It was a big day on the M&A front with fund manager Perpetual (ASX:PPT), also gaining over 12% after announcing it has received an improved takeover offer from the consortium comprising BPEA and Regal Partners, for $33 per share, which has been rejected by Perpetual's board as the company determines the offer ‘continues to materially undervalue the company'.Invictus Energy (ASX:IVZ) bucked the trend of the energy sector sell-off today, surging almost 150% after the upstream oil and gas company released a positive drilling update from its Mukuyu-1 well that is currently being drilled at the company's 80%-owned SG 4571 licence in Zimbabwe's Cabora Bassa Basin.The winning stocks from today's session were led by Origin Energy (ASX:ORG), followed by Perpetual (ASX:PPT) adding 14.82%, and News Corp (ASX:NWS) rallying 8.72%. And on the losing end, investors sold out of Pendal Group (ASX:PDL) fell 10.93% amid Perpetual's requested delay to its acquisition of Pendal. Xero (ASX:XRO) also fell 10.85% today after releasing a first half trading update that missed expectations, and Block Inc (ASX:SQ2) fell 5.7% today.The most traded stocks by Bell Direct clients today were Mineral Resources (ASX:MIN), New Hope Corporation (ASX:NHC) and Whitehaven Coal (ASX:WHC).The Aussie Dollar is buying 64.22 US cents, 56.66 British Pence, 93.85 Japanese Yen and 1 New Zealand Dollar and 9 cents.In economic data out today consumer inflation expectations data in Australia for November came in at an increase to 6% which beat the market forecast of a decline to 5.1%. Tonight, investors will be awaiting the release of core inflation data for October out of the US with the market expecting a decrease to 6.5% from 6.6% in September.

US equities surged to session highs in the final hour of trading overnight, after October's reading of consumer prices raised investor hopes that inflation has peaked. US CPI rose just 0.4% for the month and 7.7% from a year ago, its lowest annual increase since January. And core CPI, where volatile food and energy costs are excluded, increased 6.3% on an annual basis, which was also less than expected. The Dow Jones jumped more than 1,100 points or 3.4%. This was the Dow's largest one-day increase since stocks came out of the pandemic bear market in 2020. The S&P500 closed 5.2% higher, which was its biggest one-day rally since April 2020. And the Nasdaq gained 6.7%. A really positive session overnight, as investors took the data as a sign the worst of high inflation may finally be behind us. What to watch today:The Australian market is set to finish the week nicely, with the SPI futures suggesting the market will rise 2.31% at the open this morning.  In commodities, oil is slightly higher and starting to regain the week's losses, after losing more than 7% in the past three sessions. Gold has jumped almost 3% higher, after the inflation reading pushed the dollar higher. And iron ore is trading 0.6% higher at US$91.50 per tonne. Accent Group (ASX:AX1) is set to hold its AGM today. Trading Ideas:Bell Potter maintain a Buy rating on Pendal (ASX:PDL). They say the short-term driver of Pendal's share price is almost certainly whether PDL will be acquired by Perpetual (ASX:PPT). And this is currently in balance. PPT management have rejected the approaches so far from Regal Partners (ASX:RPL), however PPT's share price is just under $33, which implies the market expects a higher offer, from another company perhaps, with a good chance of success. Bell Potter say that financial logic would point to the $33 per share in cash offered by the consortium for PPT. However, this offer looks opportunistic and driven by sell off in PPT's share price down to $23 in October. When comparing PPT's historic enterprise value over EBITDA ratio, the $33 offered is not a massive premium in Bell Potter's opinion. They have reduced their price target from $5.90 to $4.90 and at its current share price of $3.91, this implies 25.3% share price growth in a year. Trading Central have identified a bearish signal in JB Hi Fi (ASX:JBH) indicating that the stock price may fall from the close of $42.12 to the range of $35.25 to $36.75 over 28 days, according to the standard principles of technical analysis.

Adam Dawes from Shaw & Partners and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock specific. Stocks covered: ORG, EML, IGO, NIC, CRN, GNC, CBA, RZI, MNS, ARX. Stocks of the day are Perpetual and Pendal. Hosted on Acast. See acast.com/privacy for more information.

This week the Chanticleer podcast takes you inside the mind of one of the world's most famous investors, asks what's next for interest rates and looks ahead to the COP 27 climate meeting in Egypt.Background reading: How bargain hunter Howard Marks is preparing to pounce In an exclusive interview, the Wall Street icon tells the Financial Review that he is preparing to go bargain hunting, as interest rates turn the market's fear of missing out into a fear of losing money. Why Pendal's stock has great upside – and downside – potential  Pendal boss Nick Good is confident a binding contract will stop Regal Funds Management from scuttling its merger with Perpetual. His investors hope he's right.See omnystudio.com/listener for privacy information.

Leading an investment firm, regardless of size, requires a combination of soft skills — empathy and understanding of what motivates people — and a breadth of management experiences built over time. In this episode, Mike talks with a respected leader of a global investment organization, Richard Brandweiner, CFA, CEO of Pendal Australia, about his unique career path and the important leadership characteristics he honed along the way, including service to others, showing humility, building trust and relationships across an organization, bringing diverse teams together for better decision making, and always trying to see the world through the lens of the client. Richard also discusses the recent proposal from Australian fund manager, Perpetual, to acquire Pendal and his priorities as CEO in managing the firm through this combination.

The Australian Investors Podcast, Australia's top investing podcast for professionals and private investors, is back for "2 sense", hosted by experienced investment analyst Owen Rask and long-time financial planner Drew Meredith, CFP. What is “2 sense”? 2 sense is our take on a relaxed investing conversation about the things you care about -- companies, themes, strategies and ideas that make money. You fuel our 2 sense episodes with your great questions, creative names and topics. Please send us your investing questions! Submit your question (or make a bold statement) here. Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. Watch the video version on the Rask Australia YouTube page. Take Owen's brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen's FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

This week, we are talking all thinks kink (and a little fetish) with a real kink coach! John Pendal won International Mister Leather in 2003 and has since hosted BDSM workshops all around the world. Now a kink and life coach, he's here to introduce our vanilla selves to the world of leather and kink! We also speak about our experiences with kink in our own sex lives... sorry Mom. WSTOW: Scat play with a Chihuahua & Marjorie Taylor Greene is a cheating hypocrite! :) CONNECT W/ JOHN: https://www.johnpendal.com/ http://www.leatherlondonguide.com/ facebook.com/johnpendal.coach instagram.com/johnpendal.coach FETLIFE: @KinkyLifeCoach CONNECT W/ US: 2servingspod.com instagram.com/2servingspod instagram.com/chasexthomson instagram.com/liam_ponzini 2servingspod@gmail.com

In this episode of The Fund Managers, Escala Investment Analyst David Bruty talks to Patrick Teodorowski, Portfolio Manager of the Pendal Microcap Opportunities Fund. Patrick explains why investors should include an allocation to Australian microcap equities, why Pendal like to invest in founder-led businesses and the outlook for the sector following a period of heightened equity volatility.

We take a deep dive into Perpetual and assess the opportunity for investors as Perpetual and Pendal come together as one companyJoin us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or feedback, please emailmark.lamonica1@morningstar.com or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

The local market closed 0.79% higher on Friday but was virtually unchanged for the week as a broad market sell-off early in the week offset the rally that ended the week. The big banks rallied on Friday along with the materials and energy sectors.Bega Cheese (ASX:BGA) was the winning stock on Friday after the food company released full year results. Despite Bega's NPAT falling 69% to $24.2 million, investors were impressed with the company's revenue of more than $3 billion, which was up 45% year-on-year and the issuing of guidance for FY23 expecting EBITDA to be in the range of $160 million to $190 million for FY23 amid increased consumer prices across all channels.Investors also bought into Viva Energy (AX:VEA) on Friday while selling off City Chic Collective (ASX:CCX) again after the retailer released disappointing results on Thursday, and Zip Co (ASX:ZIP) fell more than 5% on Friday. The common theme continues throughout reporting season, being that investors are selling out of stocks that fail to provide quantitative guidance for FY23, which for last week included Humm Group (ASX:HUM), Coles (ASX:COL) and Ramsay Health Care (ASX:RHC).The most traded stocks by Bell Direct clients last week were IDP Education (ASX:IEL), Boral (ASX:BLD) and Alumina (ASX:AWC). In the US and all three key indices closed lower on Friday after the commencement of the Jackson Hole where investor optimism was dampened by Fed Chair Jerome Powell saying the central bank must continue to raise interest rates to stop high inflation becoming a permanent aspect of society.What to watch today:The ASX is expected to open almost 1.5% lower following the sell-off on Wall Street on Friday.As we head into the tail end of earnings season, we have over 60 companies set to report this week, kicking off with Fortescue Metals (ASX:FMG) this morning.On the commodities front, crude oil is trading almost half a percent higher and up 35% year-on-year, brent is up almost 1.5%, natural gas is down slightly but remains up 112% year-on-year, iron ore is also up just under 2%, but gold is trading 1.2% lower.Investors will be awaiting for the preliminary retail sales data to be released for July out today with the market expecting a rise of 0.3%. Australian building Permits for July is also out on Tuesday which will give an insight into the state of the country's building crisis.Trading Ideas:Trading Central has identified a bullish signal on Charter Hall Group (ASX:CHC) due to a pattern forming over a 79-day period, indicating the stock price may rise from the close of $13.36 per share to the range of $15.70 to $16.20 per share over the same period of 79 days according to standard principles of technical analysis.Citi maintains a buy rating on Perpetual (ASX:PPT) but have lowered its price target on the stock to $30 per share following the release of FY22 results last week and more importantly, the company's acquisition of competitor Pendal (ASX:PDL), which was announced on the same day the results were released. The downgrade of the price target is on the back of Citi acknowledging both equity market risk and the apparently negative sentiment towards the transaction which could prevent the stock making near term headway.

Early gains evaporated quickly, mirroring the performance on Wall Street overnight. It was a turnaround Tuesday, just not in a good way. The S&P/ASX 200 fell 0.56% to 6649.6, giving back some of Monday's gains. It feels like we're stuck in a perpetual game of snakes and ladders where the only winner are day traders. It was a uniformly soggy performance with every sector aside from energy and utilities finishing lower. Healthcare and technology were belted, tumbling 2.3% and 2.9% respectively. Losses elsewhere ranged from 0.5% to 0.9%. Financials were flat. Energy was the one bright spot, soaring 2.5% on the back of higher crude and coal prices. Lake Resources took out top spot at the individual level, soaring 12.8% as it continued to resemble a yo-yo rather than one of Australia's largest companies. Whitehaven Coal rose 6% as brokers reacted to its quarterly update on Monday. Pendal climbed 5.2% on takeover speculation from Perpetual. JB HiFi added 2.1% following the release of its preliminary full-year results. Growth names dominated the laggards list with Pointsbet and Xero tumbling more than 5% apiece. BHP slid 0.5%, giving back big early gains following a quarterly production update. Our top three VODs:Have we hit peak inflation? Or when will we...Phillips: JB Hi-Fi results tell a story of qualityFinding confidence to put money to work See acast.com/privacy for privacy and opt-out information.

A big rally to start the week, reversing Friday's losses. Hopes that US inflation may have peaked, optimism surrounding a turnaround for Chinese property developers and M&A activity locally largely explaining the green on screen. Most sectors posted strong gains, led by technology, energy, materials and financials which rose more than 1.4%. Consumer staples, healthcare and utilities underperformed, reflecting an easing of investor risk aversion. Keeping with the broader turnaround story, many beaten down names were among the top performers with Brainchip, Life360, Pendal and Liontown Resources surging more than 7%. WiseTech Global wasn't far behind, gaining 6.8% as brokers reacted to its guidance upgrade on Friday. EML Payments rose 6.7% after confirming it's been in discussions with potential suitors. Suncorp jumped 5.9% after agreeing to sell its banking division to ANZ. Whitehaven Coal impressed, rising 4.5% following a positive production update. Losers were few and far between. A2 Milk fell 1.8% on a broker downgrade while CSL slipped 1% after rebounding strongly in recent weeks. The S&P/ASX 200 rallied 1.23%, or 81.5 points, to close at 6687.1.Our top three VODs:Commodity volatility and what it means for local energy stocksWegner's buy, hold and sell amid big macro movesInquisitive about the acquisitive See acast.com/privacy for privacy and opt-out information.

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The S&P/ASX200 closed nearly 1% lower at 7,051 - but it could have been much worse... As the local market sank by 2% through 7000 in the first hour of trade, last month's near all time high seemed a distant memory. But then beaten down growth stocks were bought including Xero, Iress, REA Group and Tyro. Pendal ended 9% higher after an earnings beat and upbeat outlook. US futures showed a glimmer of hope through the afternoon session, Chinese markets were positive and Bitcoin added 5%. Have we hit peak fear? That being said, only the telco sector was spared from selling, with energy and materials jostling for the wooden spoon.Out top three VODs:Straw hat stock picks for dreary market conditionsRules for when small cap growth tanksWhere to park your money in a global sell-off See acast.com/privacy for privacy and opt-out information.

It was a case of choose your poison as to why the market closed lower today: a poor US lead, surging bond yields, commodity price drops. There was a range of company news, not all good. Pendal rejected the Perpetual bid on the basis of not being in the interest of shareholders. Iress pulled the pin on divesting its UK mortgage book. Lynas reported record sales in its update, but after a stellar run closed down 2%. Three-year highs in bond yields is the writing on the wall for the “growth at all costs” tech model. However, the bottom of the ladder was for Imugene, down nearly 9%, followed by City Chic and Z1P to round out the bottom three. It's another big week for central banks with commodity-cousins Bank of Canada and the RBNZ poised to hike by 50 basis points tomorrow. Overall, the S&P/ASX200 closed down 31 points, or 7454.Our top three VODs:Monster megacaps will continue to "distort" US marketsStocks to shelter in when the going gets roughWhat stocks will drive the Aussie market to outperform? See acast.com/privacy for privacy and opt-out information.

All sectors were down yesterday as commodity prices weakened. Long term interest rates also continued to push higher. Weighing down on the market yesterday was NAB's business confidence survey, which increased to a 5- month high, while business conditions saw the largest jump since June 2020. The rise in conditions were driven by a large increase in retail, finance, business and property. And labour costs hit a record high, further dampening sentiment. Meanwhile the 10-year government bond reached its highest level since 2015. The top performer was Regis Resources (ASX:RRL), boosted by the rise in the gold price, as well as a bullish broker note from Credit Suisse. Other gold miners also advanced, including St Barbara (ASX:SBM), Ramelius Resources (ASX:RMS), and Evolution Mining (ASX:EVN). Meanwhile, the healthcare sector declined 1.4% yesterday. Biotech company Imugene (ASX:IMU) was down the most. Bell Potter have a Speculative Buy rating on IMU. The most traded stocks by Bell Direct clients yesterday were Lake Resources (ASX:LKE), Fortescue Metals (ASX:FMG), Wesfarmers (ASX:WES), South32 (ASX:S32) and Pilbara Minerals (ASX:PLS). Overnight, the latest US inflation reading came in at its highest level since 1981. Consumer prices in March surged 8.5% from a year ago, higher than expected, and core CPI climbed 0.3% in March. The high inflation numbers raised expectations of tighter monetary policy from the Fed, which investors fear could slow the economy. The major benchmarks closed in the red. The Dow, S&P500 and Nasdaq down all down 0.3%. What to watch today:Following US equities, the SPI futures are suggesting the local market will slightly fall 0.09% at the open this morning. In commodities, the oil price has jumped almost 8%, following relief about demand in China after Shanghai eased some virus restrictions. Gold is also trading in the green, following the US inflation reading. Meanwhile seaborne iron ore is trading slightly lower. In economic data, consumer confidence data will be released today by Westpac at 10:30am AEST.Iluka Resources (ASX:ILU) will hold its AGM today.Trading Ideas:Bell Potter have maintained its Buy rating on capital market company, Pendal Group (ASX:PDL) but have reduced its price target from $7.48 to $6.80. This comes as the Pendal board has decided the proposal from Perpetual (PPT) is not in the best interests of shareholders, as it significantly undervalues the current and future value of the business. Now PDL closed 0.19% lower yesterday to $5.29, which implies about 29% share price growth in a year.Trading Central has a bearish signal on Santos (ASX:STO) indicating that the stock price may fall from the close of $8.00 to the range of $6.70 - $6.90 in the next 26 days according to standard principals of technical analysis.

The local market had a positive start to the week, but volumes were thin. Whether the inverted US yield curve foretells a recession is still topic du jour. It was an M&A start to this Monday with Perpetual bidding $2.4 billion for Pendal, the latter share price trading over 23% at one stage, ending the day 18% higher. Otherwise, lithium stocks picked up where Friday left off. Iluka Resources closed up nearly 6% after receiving government funding to build a rare earths refinery. After a black hole of forward guidance, the market is divided as to whether the RBA board will take a step closer to meeting aggressive market pricing at to tomorrow's meeting. Blue chips were flat, but mid and small caps powered ahead, closing up 1.3%. The broader S&P/ASX200 closed up 20 points, or 0.3%.Our top three VODs:WAM's high conviction picksA parade of local and global stock picks to barbell your portfolioWhen yields aren't enough here's three stocks for dividend growth See acast.com/privacy for privacy and opt-out information.

Simon Pendal runs the small research-based practice Simon Pendal Architect. The practice was founded in 2005, and works primarily on residential commissions, creating intimate work that is finely wrought and highly detailed.    In this episode, your host Elizabeth McIntyre and special guest, Simon Pendal will discuss how he got to where he is today. Listen to the full episode to discover more of the following: His upbringing in Perth;  How his passion for drawing led him to the path of architecture;  The journey to choosing architecture as a career;  His winning project Beaconsfield House in the 2021 Think Brick Awards;  Traveling to London, and how this impacted his future designs;  Why he loves using bricks in his projects;  And much more...   This episode and many others can be found on all major platforms, Apple Podcasts, Spotify, and Google Podcasts. If you enjoyed this episode, don't forget to Rate & Subscribe to our podcast to never miss out a new episode. You can also let us know who you want to hear next and what topics we should talk about by leaving us a Review on Apple Podcasts.   Mentioned in this episode: Simon Pendal Architect Beaconsfield House Curtin University Think Brick Awards   Social & Links Follow @ThinkBrickAustralia on Instagram, LinkedIn, and Facebook Follow @simonpendal_architect on Instagram

In this episode I am joined by the architect Simon Pendal. We talk about his project Beaconsfield House.The home is an extension and renovation of a 1940's workers cottage, located in the suburbs of the Australian city of Perth. The scheme retains the original cottage fronting onto the street and extends it to the rear with a new extension to create new livings spaces, a master bedroom and a multi-purpose space for the artist owners to display their work.This is no ordinary extension, however. The new parts have been designed intentionally as a spatial sequence, that unveils itself in a series of sculptural, primitive, cave-like spaces. The existing house is linked to the extension via a huge, upturned boat curved ceiling and the curves and circular forms are repeated in the walls and window openings.The projected is unexpected in its suburban surroundings and has a hint of Corbusier in its use of material, form and colour.At the end of the episode, I ask Simon the three questions I ask all my podcast guests;– what really annoys him about his home?– what house has he visited that has really inspired him?– and, if he could choose anyone to design him a new house, who would he choose?I hope you enjoy listening!

On Friday, the ASX200 ended its worst week since November, amid a sell-off among tech stocks. The tech sector declined 4%, with Afterpay (ASX:APT) at its lowest price since July. WiseTech Global (ASX:WTC), Nuix (ASX:NXL) and Nearmap (ASX:NEA) were all lower, and Xero (ASX:XRO) was down the most, falling 9%. Consumer staples also look a hit, and the local market closed just over 1% lower. Medical device company ResMed (ASX:RMD) performed best, advancing 3.6%, followed by Ramelius Resources (ASX:RMS) and AGL Energy (ASX:AGL). AGL was the best performer of the week, helping to offset some market losses. The stock gained 19% over the week, after Credit Suisse named AGL their top pick among energy sector equities, due to the advantage AGL has in low-cost coal supply. Investment manager Pendal (ASX:PDL) declined 15%, following the release of its funds under management update for the first quarter, which fell 2.5% to $135.7 billion, disappointing investors. Some of the most traded stocks by Bell Direct clients on Friday, were the major miners, including Fortescue Metals (ASX:FMG), Pilbara Minerals (ASX:PLS), BHP (ASX:BHP), Nickel Mines (ASX:NIC), Lake Resources (ASX:LKE) and Syrah Resources (ASX:SYR). European stocks were lower, as expectations for imminent policy tightening by the Fed resurfaced. US markets had another negative week. Major banking stocks were broadly lower after reporting their earnings. In recent weeks, bank stocks had outperformed as interest rates moved higher, however investors were underwhelmed by Friday's reports. The Dow Jones was down 0.6%, while the S&P500 closed slightly higher 0.08%. Meanwhile, tech stocks helped offset concerns. The tech-heavy Nasdaq outperformed with a 0.6% gain. Following US equities, the SPI futures are suggesting the ASX200 will rise 0.38% at the open. What to watch today:The local tech sector, as ASX tech stocks often follow the Nasdaq's lead. New York listed Xero (ASX:XRO) and Appen (ASX:APX) rebounded in the US on Friday. So their price movements will be on watch, however as the price of Block (formally known as Square) continues to fall in the US, it's unlikely Afterpay will see any strong gains. Despite speculation that China will release some of its reserves, the oil price charged higher. The oil price rose more than 2% to US$83.82 a barrel. Supply disruptions in Libya and Kazakhstan and the diminishing US crude inventories, have offset mobility in China. Gold is trading lower, at US$1,817 an ounce, weighed down by higher US Treasury yields and a rebound in the dollar. The seaborne iron ore price is also trading lower at US$126.24 a tonne. Trading ideas:Credit Suisse has upgraded their rating on AGL Energy (ASX:AGL) from Neutral to Outperform, and have increased their price target from $7.30 to $8.30. EPS and DPS forecasts have been noticeably increased, and AGL last closed at $7.47. Trading Central have identified a bullish signal in De Grey Mining (ASX:DEG), which indicates that the stock price may rise from the close of $1.28 to the range of $1.58 to $1.66. The pattern formed over 111 days which is roughly the period of time in which the target price range may be achieved, according to standard principles of technical analysis.

A weak lead overnight squashed any glimmers of green on the screen today. Textbook growth stocks were belted, and with the Nasdaq closing 2.5% lower the usual pavlovian response is to smash the Aussie BNPL space. Afterpay copped it on the chin, losing another 9%. Tech closed down -1.6% in the end. After a decent week, commodities were meh, as was the materials sector. A standout was AGL, getting a decent tailwind from record gas prices. Financials also reversed yesterday's rally, closing 1% lower. There were some juicy corporate updates to chew on. Qantas announced reduced flight capacity, although early losses were squared up in the end. City Chic Collective's trading update was a blockbuster, boosting the share price 15% higher at one stage. Michael Hill's update was equally perky, closing 1.4% higher is an outperformance in this soggy market. At the other end, Pendal smashed on its update of lower FUM, down over 15%. A very strong home loan data report again proving that calling the death of housing rarely comes to fruition. Overall, bye-bye yesterday's blue-chip rally, it was a tech-led slump and the ASX200 closed down over 80 points or -1.1%.Top VODS:Got milk? Why Stuart Roberts is getting bullish on A2 MilkThe world's best looking stock market See acast.com/privacy for privacy and opt-out information.

Adult content. This special edition of Sexual Heroes is included in the library atEndorphin High - School of BDSM (EndorphinHigh.org)John Pendal became the 25th International Mr Leather in 2003, the only Briton ever to have won the title, and the following year became a regular host of the Mr Chicago Leather contest. In 2010 he began a decade-long career as a comedian traveling to clubs in cities across the United States and Europe. The pandemic brought his roles as leather contest host and comedian to a screeching halt. A self described outsider with autism, John recognized the opportunity to pursue a new career, as a life coach. He earned a diploma from the Animas Centre for Coaching and completed a course in First Aid for Mental Health.Since the interview for this podcast episode, John has been asked to return to host the 2022 Mr Chicago Leather contest.LinksJohnPendal.com (coaching website)LeatherLondonGuide.com/Coach (kink coaching)LeatherLondonGuide.com YouTube.com/JohnPendalFetlife @KinkyLifeCoachFacebook and Instagram @JohnPendal.CoachIf you enjoy this episode, I recommend you listen to:S2E7 Richard Sprott, PHD: Research on the BDSM/Kink CommunitySupport the show

Julia Forrest is a listed property trust (REIT) portfolio manager at Pendal Group and one of the longest-running PMs to join Owen Rask on The Australian Investors Podcast.At Pendal Group, Julia is responsible for investing in Real Estate Investment Trusts (REITs), property developers and property assets. Julia tells us how inflation can impact REITs, why property has held up remarkably well during Covid, and walks us through her checklist.Key talking points:How & why Julia started her career as an analyst in organised crimeThe investing advice Julia is giving her teenage daughtersThe key differences between office and retail propertiesProcess: How Julia and her team find REITs to buyYield: the impact of inflation on bonds & property securitiesYield: using REITs as an alternative income source to bondsThis is a great episode for investors who are wondering how to deal with inflation, and whether property can provide a tactical tilt away from bonds for income.Watch the video version on the Rask Australia YouTube page.Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it's a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: October 27 2021

Praemium's Damian Cilmi hosts a session with leading investment specialists from Alphinity, Pendal and Fidelity discussing the key market drivers for the remainder of 2021, the outlook for inflation and interest rates and which asset classes are likely to perform well under current market conditions.

This week I’m joined by experienced BDSM educator and kinky stand-up comedian John Pendal (he/ him). In 2003, John became the 25th (and only British) winner of the International Mr. Leather contest in Chicago. Since then he has travelled extensively leading workshops, giving speeches, as a master of ceremonies or doing stand-up comedy. He now works online with English-speaking clients anywhere in the world and loves helping people who identify as outsiders. Join us as we chat about accidentally qualifying for and winning International Mr. Leather, being so late to the podium he was almost killed by fireworks, immersing himself in kink culture, the oppression experienced by the gay community in the 1990s, supporting others to undo a lifetime of being squashed, learning he was autistic and unpacking internalised ableism, punching up in comedy and so much more! If you haven't already, be sure to join our https://www.facebook.com/groups/301006967271836/ (Facebook community) to connect with other like-minded queer folks and allies. Find out more about https://www.gemkennedy.com/ (Gem Kennedy) and https://www.gemkennedy.com/podcast (Queers & Co.)  Podcast Artwork by https://www.gemmadsouza.co.uk/ (Gemma D’Souza.) Resources Find out more about John’s https://www.johnpendal.com/ (coaching practice) John’s Leather http://www.leatherlondonguide.com/ (website) Find out more about John’s work with https://www.thrivingautistic.org/john/ (Thriving Autistic) Full Transcript to follow

The Aussie share market is set to open lower, with the futures suggesting a 0.4% fall. The Aussie tech sector is following the US. What to watch today:The iron ore price surged 1.4% overnight to US$218.NAB (ASX:NAB) and Westpac (ASX:WBC) go ex-dividend today, along with Pendal (ASX:PDL).New home sale data is out today for April from the Housing Industry Association (HIA).The most traded stocks by Bell Direct clients yesterday: Flight Centre (ASX:FLT), NAB (ASX:NAB), Aeris Resources  (ASX:AIS), Zip Co (ASX:Z1P) Trading ideas:Watch Virgin Money (ASX:VUK) as UK restrictions ease this weekend and the UK economy is picking up.Telstra (ASX:TLS) and Mader (ASX:MAD), both Bell Potter Buy stocks, and Jupiter Mines (ASX:JMS) are all giving off bullish signals according to Trading Central.  

On the eve of the Australian Federal Budget being handed down tomorrow night - with a massive $4 billion injection into infrastructure expected – the Aussie share market futures suggest the market will get off to a slow start this week – the futures suggesting a dip of 0.1%. What to watch: Iron ore surged over 3% taking the key steel ingredient off the charts to US$204. Morgan Stanley expects the iron ore price will rise to US$215 this year – and this will benefit Fortescue Metals Group (ASX:FMG). All eyes on Crown Resorts (ASX:CWN) following an increased takeover offer and a merger proposal.Pendal (ASX:PDL) reported half year results and entered a trading halt after announcing plans to buy a US investment company for $413 million.The a2Milk Company (ASX:A2M) shares are likely to come under further pressure today as it advised it won't be meeting its guidance and that its earnings will be significantly lower.Economic news out – NAB business confidence for April.  Trading ideas:Bell Potter reiterated Regis Resources (ASX:RRL) as a BUY but reduced its price target to $4.08, implying 51% growth in a year. OceanaGold (ASX:OGC), Hazer (ASX:HZR) and Euro Manganese (ASX:EMN) are all giving off bullish charting signals according to Trading Central.

The Aussie share market is set to open lower with the futures suggesting a 0.1% slip. It's a big week for economic news with banks set to report earnings results.  What to watch today:Westpac (ASX:WBC) reported their half year results this morning with statutory net profit of $3.4 billion. ANZ Bank (ASX:ANZ) reports on Wednesday and National Australia Bank (ASX:NAB) reports on Thursday. Commonwealth Bank (ASX:CBA) to provide quarterly update the following week. Watch earnings results from Amcor (ASX:AMC) and Pendal (ASX:PDL) this week. AGMs to be held for QBE Insurance (ASX:QBE), Rio Tinto (ASX:RIO) and Goodman Group (ASX:GMG). Commodity stocks are likely to see activity today: Oil price fell 2% on the weekend, and the Iron Ore price is up 0.2% overnight, its highest level in almost 10 years. Most traded stocks from Bell Direct on Friday: Sydney Airport (ASX:SYD), Qantas (ASX:QAN) and Flight Centre (ASX:FLT). Advised clients traded Magellan Global Fund (ASX:MGF).  Trading ideas:Bubs Australia Ltd (ASX:BUB) is a speculative Bell Potter HOLD, trading at a year low and on a downtrend.Pointsbet (ASX:PBH), Super Retail Group (ASX;SUL) and Enero Group (ASX:EGG) are all giving off bullish charting signals according to Trading Central. 

Pockets of froth in markets drive the narrative of an equity market top. However, the equity market in aggregate is not as concerning. Equities are underpinned by unprecedented fiscal and monetary policy - aimed at righting previous wrongs - coupled with economic re-opening. Earnings growth should result, amid abundant market liquidity, in a zero rate world. Markets remain supported - but divergence could increase within. Covid-accelerated trends include digitalisation, geopolitical tension and the impact of ESG on the cost of capital. These trends are structural and investors waiting for reversion to mean should beware. Going back to the drawing board, portfolio construction along with industry understanding remains the bedrock of investment success. - Crispin Murray, Pendal Group. Earn 0.50 CE/CPD hrs on Portfolio Construction Forum

The Aussie share market is eyeing a gain of 0.1% at the open.U.S. equities rallied for the second straight day, continuing to claw back from last week's retreat which was the worst weekly fall since March.What to watch today: - China has allegedly put a temporary ban on Australian coal, copper-ore, wheat, wool, lobster and sugar imports into China from Friday. - Woolworths (ASX:WOW) announced quarterly group sales rose 12% to $17.9b, with food sales up 13% as customers consumed more at home. - Pendal (ASX:PDL) half year results are out today. - Domino's Pizza Enterprises (ASX:DMP) and Cedar Woods Properties (ASX:CWP) hold their AGMs today.Local trading ideas: - UBS reiterated the owner of IGA, Metcash (ASX:MTS), as a Buy, with a $3.25 price target. - Bell Potter reiterated Kazia Therapeutics (ASX:KZA) as a Speculative Buy with a $2.00 target, implying 153% upside in a year. - Bell Potter upgraded Auswide Bank's (ASX:ABA) Buy rating and price target to $5.70, implying 14% upside in a year. - Breville (ASX:BRG), Chalice Gold Mines (ASX:CHN) and IGO (ASX:IGO) are all showing bullish charting signals according to Trading Central.

The Aussie share market sees a gain of 1.3% – the best weekly gain in seven weeks. European governments are dealing with their second wave of COVID-19, forcing Australian investors to buy into defensive stocks. Meanwhile, the USD pushed higher, putting pressure on commodities.In this week's wrap, Jessica covers:(0:12) The Sector Report: Healthcare gets a health kick, rising 4%(0:56) Service Stream (ASX:SSM) up 12%, upgraded to a Bell Potter buy(1:48) The delayed UK recovery and stocks to watch(2:38) Seven stocks to consider with lower for longer interest rates(4:28) What to watch: RBA, Federal Budget, Infrastructure spending(5:07) Four tips from an expert investor: Magellan's Hamish Douglass

The Aussie share market is set for a hesitant start with the futures eyeing a dip of 0.1% at the open. Investors will be watching: Splitit (ASX:SPT) rose over 100% after inking a deal with Mastercard. Pre-market trade suggests it could rally 8% at the open. Afterpay (ASX:APT) became the 22nd biggest company on the ASX, following the RBA announcement that cash payments continued to fall on the back of structural trends and COVID-19. Evolution Mining (ASX:EVN) cut its gold output guidance and flagged an impairment of up to $100 million. UK Retail sales data is out later with stores reopening this week, but online retail is expected to have pushed sales up 5% in May. Local trading ideas: Seek (ASX:SEK) was upgraded to a buy by UBS with a target of $23, following yesterday's weaker than expected rise in unemployment. Temple & Webster (ASX:TPW) was reiterated as a Bell Potter buy given its valuable offering online retail. Bell Potter targets 17% share price growth to $6.10. Following Westpac selling its Pendal (ASX:PDL) stake, the fund managers Pendal was reiterated as a Bell Potter buy given Pendals performance fees have grown more than expected.

A very busy week is on the cards for Aussie investors this week, awaiting local business and consumer confidence, and unemployment numbers for April.Kicking the week off, the Australian share market futures are eyeing a lift of 0.1% at the open. It comes as global markets pushed higher on Friday as the US unemployment numbers were better than economists expected with 20.5 million Americans losing their jobs last month, which was bleak but far better than the 21.5 million forecast. Trading ideas for today, AMP's (ASX:AMP) price target was lifted to $2.15 by Bell Potter, implying its shares will grow over 50%. Elders (ASX:ELD) was also raised by Bell Potter to a price target of $10.30, implying its shares will grow by 13%. Investors will be watching GrainCorp (ASX:GNC), Pendal Group (ASX:PDL) and CIMIC (ASX:CIM).

John Pendal is a Stand Up Comedian. We talk about him growing up, living with autism, how he started in Stand Up Comedy, how to maintain longevity as a comic and the sitcom Young Sheldon