Fund Manager Commentary – June 2019
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.
Putting Facebook through the paces
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?
Australian Quarterly Update
Our Bond, Income & Defensive Strategies team's thoughts on the Australian economy, credit and cash markets and real-world benefits from responsible investing.
Understanding US-China tensions
Pendal Portfolio Manager Amy Xie Patrick assesses the key issues surrounding ongoing US-China tensions.
Asian governments with heart starters at the ready
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.
Retaining confidence in Mexico
Mexico is one of the more stable and institutionally robust emerging markets, but not without it's challenges.
Between Meetings podcast: Richard Brandweiner and Matt Heine
Richard Brandweiner, CEO of Pendal Australia, talks with netwealth's Matt Heine about industry opportunities and challenges.
Fund Manager Commentary – May 2019
Fund Manager commentary for the month ended 31 May 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Act like you own the joint
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.
Gor: I am very bullish on bonds, even at these levels
Vimal Gor talks to the AFR about the RBA's reluctance and why he's such a bond bull.