President Xi Jinping's crack down on corruption and malpractice has significantly effected large Chinese oil companies, with investment opportunities arising.
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Our Income & Fixed Interest team looks at the changing domestic economic landscape and highlights the importance of ESG considerations when investing.
Our process remains assertively top-down, but stock selection also remains a key part of the process, as can be seen in the recent performance of bond-proxies.
A timely insight into the value of integrating ESG considerations into credit analysis. This case study forms part of the broader research published by the PRI as part of their ESG in credit ratings initiative.
Fund Manager commentary for the month ended 31 May 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Samir Mehta tucks in for a fresh look at the fast food restaurant sector in the Philippines.
Well that was certainly fun. Over recent months we have been making the strong case that as a result of the normalisation of global monetary policy global liquidity will recede and market volatility will rise. Well it certainly did in May as Italian yields puked and global asset markets reacted. The era of Quantitative Easing QE boosted asset prices and bought forward future asset returns...
Recent moves in Italian bonds and high yield credit have captured headlines, but are part of this much larger story, which arguably has many more chapters ahead.
Hear our team’s thoughts on the global economy following the latest round of company meetings and an insight into investing in convenience.
Fund Manager commentary for the month ended 30 April 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.