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Michael Blayney: how to value markets right now

Michael Blayney, Pendal Group's Head of Multi-Asset

Wondering how to value markets right now Here our head of Multi-Asset Michael Blayney gives a quick overview using three key charts.Watch this short video recorded at Michael's home office or read the transcript below. TRANSCRIPTHi I'm Michael Blayney Head of Multi-Asset at Pendal Group.We've seen some very large falls in equity markets followed by a modest but sharp recovery. We've also seen very low...

Vimal Gor’s weekly COVID-19 analysis for investors (Apr 3)

Pendal's Head of Bond, Income and Defensive Strategies, Vimal Gor

Here is a weekly COVID-19 investor overview covering virus spread economic impact and market insights from Pendal Head of Bond Income and Defensive Strategies Vimal Gor. Watch this short video recorded at Vimal s home office or read the transcript below. TRANSCRIPTI'm here to do the third of our coronavirus outlooks. I'll stick to the same format I've used for the last couple of weeks.We'll...

COVID-19 will change how we think about responsible investment

Regnan's head of advisory, Susheela Peres da Costa

Regnan's head of advisory Susheela Peres da Costa INVESTORS may think they invest in companies and markets. But they re really investing in economies and societies.It s not until we experience a crisis like COVID-19 that this becomes clear.When beverage producers start making hand sanitiser and car manufacturers start making hospital ventilators it becomes clear there is limited value thinking about companies in isolation from...

Crispin Murray: how to judge who’s best placed for the recovery

Pendal head of equities Crispin Murray presents a COVID-19 market update and shares how he's assessing which companies will emerge in a strong position after the recovery.Watch this short video recorded at Crispin's home office or read the transcript below. TRANSCRIPTHello everyone it's Crispin from Pendal Group with an update on our thoughts on the market.We've been speaking about this being a phase of maximum...

Tim Hext on the RBA’s actions and the outlook for bonds

Here Pendal fund manager Tim Hext gives an overview of the Reserve Bank's COVID-19 actions and the outlook on bonds.Watch this short video recorded at Tim's home office or read the transcript below. TRANSCRIPTGreetings to everyone wherever you're watching I hope you're safe and well.My name's Tim Hext and I'm a fund manager in the Bond Income and Defensive Strategy team at Pendal Group.I'm going...

Crispin Murray on COVID-19: what we know and what’s next

Here Pendal head of equities Crispin Murray presents a weekly COVID-19 outlook for investors. Reported by portfolio specialist Chris Adams.THE Australian equity market ended last week up very slightly 0.6 but took a wild path to get there.We suspect this saw tooth pattern of anxiety and relief is likely to persist for a few weeks.However we have noticed the market has moved from the indiscriminate...

Vimal Gor’s weekly COVID-19 analysis for investors

Pendal's Head of Bond, Income & Defensive Strategies, Vimal Gor

Here's the latest weekly COVID-19 investor wrap from Pendal Head of Bond Income and Defensive Strategies Vimal Gor.Watch this short video recorded at Vimal s home office or read the transcript below. TRANSCRIPT I'll cover these weekly updates in three ways.Firstly we're going to cover off on the virus pandemic. Secondly we're going to look at the economic changes as they impact in the economies....

Michael Blayney: How investors can emerge from COVID-19 better, stronger

Looking to the future

THE world rightly remains focused on reducing the awful human toll of the COVID-19 outbreak.But as investors we know the crisis will pass. We also know our decisions in this type of environment are critical.In every crisis there are opportunities. But sorting genuinely good value from assets that have simply fallen in price is the key.The equity market falls in recent weeks extreme volatility in...

Pendal Group update on the Coronavirus (COVID-19) pandemic

As the COVID-19 pandemic continues to impact the global community I would like to update you on the proactive measures and precautions we have taken to ensure the health and safety of our employees while maintaining our ability to service our clients and manage our business.Like the majority of businesses our staff are now working from home and will do so until further notice. JOHCM...

Changes to Fund buy-sell spread

Pendal MicroCap Opportunities FundImportant UpdatesPendal MicroCap Opportunities Fund APIR RFA0061AU ARSN 118 585 354 Effective 26 March 2020 the Pendal MicroCap Opportunities Fund Fund s buy-sell spread will increase from 0.70 with 0.35 payable on application and 0.35 payable on withdrawal to 1.86 with 0.93 payable on application and 0.93 payable on withdrawal . The buy-sell spread is an additional cost to you and is...