Market Insights and Education & Resources

Conditions for EM ex-China looking up

Conditions for emerging markets ex-China look better for the next few years than they have in recent years. James Syme explains why.

Australian Quarterly Update

Our Q1 2019 review and outlook covering rates, credit, cash and ESG.

Explained: the responsible investment landscape

What separates environmental, social and governance (ESG) investing; impact investing; ethical screening; and socially responsible investing (SRI)?

Parastatal paralysis

James Syme takes a look at two interesting stories that have been developing recently in South Africa and Mexico.

Vimal Gor: how modern monetary theory impacts investors

What is modern monetary theory and how does it impact investors? Pendal’s Vimal Gor explains on ABC TV.

Why Colgate and P&G will prosper in the Amazon era

Consumer staples companies may be perceived as stale and boring. But opportunities arise when identifying companies that actively invest in their brands.