Market Insights and Education & Resources
Dovish Fed should boost emerging markets
February 13 2019
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
February 12 2019
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
February 7 2019
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
February 5 2019
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?
January 29 2019
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
January 24 2019
China’s growth is clearly slowing and policy responses are warranted, but James Syme believes the authorities won’t be moving in a hurry.