Ratcheting our holdings in China A shares
Samir Mehta provides his rationale for ratcheting up holdings in China, particularly the 'A' share market.
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 – August 2019
Fund Manager commentary for the month ended 31 August 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Someday, this war’s going to end
Currency valuation is a key part of our emerging market country selection process, so what are the currency impacts from the US-China trade war?
Vimal’s View: Why Trump is on the road to success
Vimal Gor shares his thoughts on where the US economy is headed and hence, where to now for bond markets.
Pendal appoints Nick Good to head up J O Hambro in the US
Australian Equities
Bond, Income & Defensive Strategies
Diversifieds
Emerging Markets
Global Equities
Pendal has announced the appointment of Nick Good as US chief executive of the J O Hambro operations.
Regnan releases its Annual Engagement and Impact Report
Regnan releases the 2019 Annual Engagement and Impact Report.
Fund Manager Commentary – July 2019
Fund Manager commentary for the month ended 31 July 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Global equity investors need a new mindset for the 2020s
Ashley Pittard's presentation at Portfolio Construction Forum's 20/20 Strategies Conference delves into how investors can preserve and prosper in the 2020s.
Seeing the bigger picture on digital media stocks
Pendal’s Ashley Pittard shares his thoughts on being very selective when it comes to investing in digital media stocks.
Trade war trade-offs in EM
James Syme, portfolio manager of the Pendal Global Emerging Markets Opportunities Fund, talks trade wars and currency manipulation.