Market Insights and Education & Resources

Dovish Fed should boost emerging markets

The overtly dovish shift in policy stance by the US Federal Reserve should augur well for emerging markets into 2019.

Vimal Gor featured on ABC’s The Business

Hear from Vimal Gor on his expectations for Australia's economy and interest rates as aired on ABC's The Business

Pendal to take full ownership of Regnan

Closer alignment with Regnan, Australia's leading provider of ESG research, engagement and advisory services, supports our goal to improve investor outcomes.

Australian Quarterly Update

Our Bond, Income & Defensive Strategies team discuss the interest rate and credit market outlook, RMBS markets and sustainability bonds.

Are disruptors doomed as the cycle turns?

Early signs of corporate casualties borne out of cheap money are now appearing. Samir Mehta outlines why his defensive stance may trigger growth opportunities.

Playing the waiting game on China

China’s growth is clearly slowing and policy responses are warranted, but James Syme believes the authorities won’t be moving in a hurry.