With global bond yields approaching their zero-bound, this is but one factor supporting listed property valuations globally. AEW explores this changing paradigm.
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Edwina Matthew, Head of Responsible Investments at Pendal, talks about our approach to responsible investing and current issues we have been working through with investors.
Our Bond, Income & Defensive Strategies team's thoughts on the Australian economy, credit and cash markets and making an impact with real-world benefits.
Updated asset allocation ranges and neutral positions for Pendal diversified funds and PSTs.
Change to the Fund's management costs
The banking sector may no longer be the defensive investor's place of refuge. Ashley Pittard shares his view on the alternatives.
A famous Chinese philosopher said “Good thing no cheap; cheap thing no good”. US banks are now as cheap as their pre-GFC levels, should investors buy cheap?
Samir Mehta provides his rationale for ratcheting up holdings in China, particularly the 'A' share market.
Fund Manager commentary for the month ended 31 August 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Currency valuation is a key part of our emerging market country selection process, so what are the currency impacts from the US-China trade war?