The overtly dovish shift in policy stance by the US Federal Reserve should augur well for emerging markets into 2019.
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Hear from Vimal Gor on his expectations for Australia's economy and interest rates as aired on ABC's The Business
Closer alignment with Regnan, Australia's leading provider of ESG research, engagement and advisory services, supports our goal to improve investor outcomes.
Our Bond, Income & Defensive Strategies team discuss the interest rate and credit market outlook, RMBS markets and sustainability bonds.
Early signs of corporate casualties borne out of cheap money are now appearing. Samir Mehta outlines why his defensive stance may trigger growth opportunities.
China’s growth is clearly slowing and policy responses are warranted, but James Syme believes the authorities won’t be moving in a hurry.
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.
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.