Ratcheting our holdings in China A shares
Samir Mehta provides his rationale for ratcheting up holdings in China, particularly the 'A' share market.
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Someday, this war’s going to end
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?
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.
Trade war trade-offs in EM
James Syme, portfolio manager of the Pendal Global Emerging Markets Opportunities Fund, talks trade wars and currency manipulation.
A slowing cycle still draws opportunities
EM equities is a highly cyclical asset class, but the first half of 2019 has shown that a slowing cycle still creates great opportunities.
Asian governments with heart starters at the ready
Our long-planned trip to visit companies in China could not have been better timed. Samir Mehta provides his take on the changing global economic order.
Retaining confidence in Mexico
Mexico is one of the more stable and institutionally robust emerging markets, but not without it's challenges.
Conditions for EM ex-China looking up
Conditions for emerging markets ex-China look better for the next few years than they have in recent years. James Syme explains why.
Parastatal paralysis
James Syme takes a look at two interesting stories that have been developing recently in South Africa and Mexico.
Korea’s corporate revolution
We're confident that Korean corporate governance is undergoing irreversible and revolutionary change - James Syme explains why.