Bonds are ready to do their job again in 2022 — but rising inflation means fixed income portfolios will require nuance. AMY XIE PATRICK explains An excerpt from this podcast…

Bond yields should rise slightly higher next year and will continue to be a strong defensive asset says Pendal’s TIM HEXT in this fast podcast An excerpt from this podcast…

One of 2021’s takeaways is that Covid is cyclical, says Pendal’s JAMES SYME. That means investors should be on the look-out for opportunities among over-sold reopening stocks Sell-off in the…

CHINA’S property-led economic slowdown shows no sign of ending. In this week’s The Point podcast, Pendal portfolio manager Amy Xie Patrick explains what that means for Australian investors: An excerpt from…

A monthly insight from James Syme and Paul Wimborne, managers of Pendal’s Global Emerging Markets Opportunities Fund WE have seen high inflation prints across the world in recent months. Meanwhile,…

Micro-economic reforms have driven success in India, but other factors will determine if this is a long-term success story for investors. PAUL WIMBORNE explains India’s micro-reforms are powering growth “The kind…

A country-by-country approach to asset allocation is the best approach for Emerging Markets investors right now as inflation risks play out, says Pendal’s James Syme. Watch a short video interview…

Trouble in China is obscuring strong performances in other emerging markets, demonstrating the importance of a country-by-country approach in this asset class, says James Syme India, Mexico and South Africa…

Even with the promise of meeting bond interest payments, the risk of contagion from Evergrande has increased as investors rotate away from equities and high yield credit. Pendal’s Oliver Ge…

What impact will China’s economic slowdown have on Emerging Markets investors? And what are the alternatives? Here’s a quick overview from Pendal’s James Syme and Paul Wimborne THERE has been…