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.
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.
Residential property – what lies ahead?
Pendal Portfolio Manager Tim Hext looks at the underlying data and potential tax changes to draw conclusions on the prospects for residential property prices.
China’s biggest miscalculation was to underestimate Trump
Trump certainly wasn't kidding when he said "America First".
Income & Fixed Interest Australian Quarterly Update
Our latest Australian Quarterly delves into the domestic housing market and the hot-button issue of negative gearing, together with an update on credit markets and 'green bonds'.
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.
The return of volatility
Vimal Gor outlines why his team believes volatility is likely to persist in the near term.
Donald Trump is fighting fire with fire
Vimal Gor peels back a few layers of the global trade playbook to provide some context to the seemingly treacherous path of US-China trade relations.
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 Commentary – June 2018
Fund Manager commentary for the month ended 30 June 2018 covering market reviews, Pendal fund performance and outlook for the period ahead.