EM: enticing valuations suggest a better year ahead
James Syme reviews the year and explains why we are very positive on the outlook for EM equities in 2019.
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.
Following the trail of industrial robots
The Industrials sector offers many and varied investment opportunities. Read about our Industrials stock picks and developments in the world of robotics.
Quarterly video update: Is value developing in emerging markets?
In this latest video, James Syme shares his thoughts on countries presenting good investment opportunities and reviews the Fund's recent performance.
Manager Commentary – October 2018
Fund Manager commentary for the month ended 31 October 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Are we past peak globalisation?
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
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?
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
Trump certainly wasn't kidding when he said "America First".
ESG Integration for Investment Performance
Regnan’s latest research into ESG integration validates the contribution from using the company’s research ratings to pick the winners and avoid the underperformers.
India – caught in the downdraft
India's dependence on oil imports and excessive reliance on foreign capital flows sees it caught up in the downward shift in sentiment towards many Asian markets.