Fund Manager commentary for the month and quarter ended 31 December 2018 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.
Recommended holiday reading: our annual review and outlook across major domestic and overseas markets.
Fund Manager commentary for the month ended 30 November 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
James Syme reviews the year and explains why we are very positive on the outlook for EM equities in 2019.
The Industrials sector offers many and varied investment opportunities. Read about our Industrials stock picks and developments in the world of robotics.
In this latest video, James Syme shares his thoughts on countries presenting good investment opportunities and reviews the Fund's recent performance.
Fund Manager commentary for the month ended 31 October 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
US posturing towards China parallels that of ruling powers through the ages. What can history tell us in the age of globalisation?
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.
Pendal Portfolio Manager Tim Hext looks at the underlying data and potential tax changes to draw conclusions on the prospects for residential property prices.