Market Insights and Education & Resources
A slowing cycle still draws opportunities
July 22 2019
EM equities is a highly cyclical asset class, but the first half of 2019 has shown that a slowing cycle still creates great opportunities.
Putting Facebook through the paces
July 15 2019
Our team has recently reviewed the thesis on Facebook. What has changed in the social media world and how has Facebook earned a place in our portfolio?
Australian Quarterly Update
July 12 2019
Our Bond, Income & Defensive Strategies team's thoughts on the Australian economy, credit and cash markets and real-world benefits from responsible investing. ...
Understanding US-China tensions
July 12 2019
Pendal Portfolio Manager Amy Xie Patrick assesses the key issues surrounding ongoing US-China tensions.
Asian governments with heart starters at the ready
June 26 2019
Our long-planned trip to visit companies in China could not have been better timed. Samir Mehta provides his take on the changing global economic order.
Between Meetings podcast: Richard Brandweiner and Matt Heine
June 25 2019
Richard Brandweiner, CEO of Pendal Australia, talks with netwealth's Matt Heine about industry opportunities and challenges.