Fund Manager Commentary – December 2018
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.
Santa says “conditions too toxic” for his annual rally
Australian Equities
Bond, Income & Defensive Strategies
Diversifieds
Emerging Markets
Global Equities
Property
Recommended holiday reading: our annual review and outlook across major domestic and overseas markets.
Fund Manager Commentary – November 2018
Fund Manager commentary for the month ended 30 November 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Manager Commentary – October 2018
Fund Manager commentary for the month ended 31 October 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Fund Manager Commentary – September 2018
Fund Manager commentary for the month and quarter ended 30 September 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Fund Manager Commentaries – July 2018
Fund Manager commentary for the month ended 31 July 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Sell the headlines, buy the story
How did investment markets perform for the 2017/18 financial year? Our portfolio managers share the real stories that divided leaders from the laggards.
Fund Manager commentaries – May 2018
Fund Manager commentary for the month ended 31 May 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Fund manager commentaries – April 2018
Fund Manager commentary for the month ended 30 April 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Exploring mid caps – a very happy medium
Where might investors be missing out on mid caps? View a video update from Chris Adams where he discusses the opportunities within mid cap Australian shares.