Fund Manager Commentary – August 2019
Fund Manager commentary for the month ended 31 August 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.
Vimal’s View: Why Trump is on the road to success
Vimal Gor shares his thoughts on where the US economy is headed and hence, where to now for bond markets.
Pendal appoints Nick Good to head up J O Hambro in the US
Australian Equities
Bond, Income & Defensive Strategies
Diversifieds
Emerging Markets
Global Equities
Pendal has announced the appointment of Nick Good as US chief executive of the J O Hambro operations.
Regnan releases its Annual Engagement and Impact Report
Regnan releases the 2019 Annual Engagement and Impact Report.
Fund Manager Commentary – July 2019
Fund Manager commentary for the month ended 31 July 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
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.
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.
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.
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.