Asian Paints in India – years of growth ahead
The world over, paints is an oligopolistic industry; in American and India, it has yet to be disrupted by online commerce.
Here you will find our latest market insights, investment commentaries and webinars as well as education & product material, press releases and videos. Use the filters below to easily find what you’re looking for.
Fund Manager Commentary – February 2019
Fund Manager commentary for the month ended 28 February 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Buying up in Dubai
Known for its shopping, we believe Dubai offers opportunities for the astute buyer. James Syme explains why.
IWD 2019: the growing role of gender equality bonds
We mark International Women's Day with a collaboration with Regnan on the increasing role of gender bonds in advancing women’s equality and empowerment.
In a pickle: Kraft Heinz
In the first of a two part series, we look at Kraft Heinz as a lesson in investing in quality companies.
Livewire exclusive: Vimal Gor
In this exclusive interview with Livewire Markets, Vimal Gor discusses the importance of liquidity and why the world just can't handle higher interest rates.
Video update: Positioning for an upturn in emerging markets
In this latest video, James Syme provides an update on emerging markets and the valuation-driven opportunities the team are uncovering.
Fund Manager Commentary – January 2019
Fund Manager commentary for the month ended 31 January 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
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