Market Insights and Education & Resources
Are we past peak globalisation?
November 12 2018
US posturing towards China parallels that of ruling powers through the ages. What can history tell us in the age of globalisation?
Brazil, Mexico: case studies in country selection
November 8 2018
Ahead of his Australian visit, James Syme digests how changes to the political order in Brazil and Mexico are influencing his team's investment thesis.
Residential property – what lies ahead?
October 31 2018
Pendal Portfolio Manager Tim Hext looks at the underlying data and potential tax changes to draw conclusions on the prospects for residential property prices.
China’s biggest miscalculation was to underestimate Trump
October 30 2018
Trump certainly wasn't kidding when he said "America First".
Income & Fixed Interest Australian Quarterly Update
October 19 2018
Our latest Australian Quarterly delves into the domestic housing market and the hot-button issue of negative gearing, together with an update on credit markets ...
The return of volatility
October 15 2018
Vimal Gor outlines why his team believes volatility is likely to persist in the near term.