Fund Manager Commentary – March 2019
Fund Manager commentary for the month and quarter ended 31 March 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead. Quarterly commentary Monthly commentary [subscribe]
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.
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.
Korea’s corporate revolution
We're confident that Korean corporate governance is undergoing irreversible and revolutionary change - James Syme explains why.
The third axis: what comes next after returns and risk
Read Richard Brandweiner's recent speech at the KangaNews 2019 Sustainable Debt Summit.
Pendal joins forces with financial sector leaders
Pendal joins the Australian Sustainable Finance Initiative – an unprecedented collaboration of finance leaders coming together to support greater social, environmental and economic outcomes for Australia.
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.
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.