The key factors driving global listed real estate investments
With global bond yields approaching their zero-bound, this is but one factor supporting listed property valuations globally. AEW explores this changing paradigm.
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.
A truly active approach to responsible investing
Edwina Matthew, Head of Responsible Investments at Pendal, talks about our approach to responsible investing and current issues we have been working through with investors.
Australian Quarterly Update
Our Bond, Income & Defensive Strategies team's thoughts on the Australian economy, credit and cash markets and making an impact with real-world benefits.
Pendal diversified portfolios – updated ranges and neutral positions
Updated asset allocation ranges and neutral positions for Pendal diversified funds and PSTs.
Pendal Sustainable Conservative Fund – notice of fee change
Change to the Fund's management costs
Why we love stock exchanges
The banking sector may no longer be the defensive investor's place of refuge. Ashley Pittard shares his view on the alternatives.
Why ignorance is not bliss for financials
A famous Chinese philosopher said “Good thing no cheap; cheap thing no good”. US banks are now as cheap as their pre-GFC levels, should investors buy cheap?
Ratcheting our holdings in China A shares
Samir Mehta provides his rationale for ratcheting up holdings in China, particularly the 'A' share market.
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?