Fund Manager Commentary – March 2019
Fund Manager commentary for the month and quarter ended 31 March 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead. Quarterly commentary Monthly commentary [subscribe]
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Fund Manager Commentary – February 2019
Fund Manager commentary for the month ended 28 February 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Fund Manager Commentary – January 2019
Fund Manager commentary for the month ended 31 January 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
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.
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.