Fund Manager commentary for the month and quarter ended 30 June 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
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.
Our team has recently reviewed the thesis on Facebook. What has changed in the social media world and how has Facebook earned a place in our portfolio?
Our Bond, Income & Defensive Strategies team's thoughts on the Australian economy, credit and cash markets and real-world benefits from responsible investing.
Pendal Portfolio Manager Amy Xie Patrick assesses the key issues surrounding ongoing US-China tensions.
Our long-planned trip to visit companies in China could not have been better timed. Samir Mehta provides his take on the changing global economic order.
Mexico is one of the more stable and institutionally robust emerging markets, but not without it's challenges.
Richard Brandweiner, CEO of Pendal Australia, talks with netwealth's Matt Heine about industry opportunities and challenges.
Fund Manager commentary for the month ended 31 May 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Does ownership of shares by a company’s senior leadership actually align interests and drive better results? In our experience, true alignment is something money can't always buy.
Vimal Gor talks to the AFR about the RBA's reluctance and why he's such a bond bull.