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Tech stocks in emerging markets: what to look for

Senior fund managers James Syme and Paul Wimborne specialise in Emerging Markets

Looking at tech stocks in emerging markets Take care to consider investments with a catalyst to unlock a company's potential and share price. Global Emerging Markets Opportunities portfolio managers James Syme and Paul Wimborne pictured above explainTECHNOLOGY companies generally face an extremely supportive operating environment at present.Covid-19 has hugely accelerated online migration. Along with the rise in artificial intelligence and machine learning this requires massive...

Emerging markets: Thailand shows why country-level analysis is critical

Senior fund managers James Syme and Paul Wimborne specialise in Emerging Markets

EMERGING markets investors must have a strong understanding of country-level factors. Global Emerging Markets Opportunities portfolio managers James Syme and Paul Wimborne pictured above explain their approach using Thailand as an example.Emerging markets go right or wrong at country level but there are some similarities between economies and markets within particular regions.Examples include the commodity dependencies of Latin America and the Arab Gulf or the...

Emerging markets: Where the China opportunities lie

Senior fund managers James Syme and Paul Wimborne specialise in Emerging Markets

Opportunity in China is not always where you might think. Global Emerging Markets Opportunities portfolio managers James Syme and Paul Wimborne pictured above explain their approachTHIS month we highlight one of the main expected drivers of our portfolio and explain the case for those investments.We focus on these holdings because a high-level look at the portfolio s relative weightings might not bring out the degree...

Pendal is getting ready to launch a new online investor portal

Pendal Group

nbsp PENDAL will soon introduce a new unit registry service for our Australian-based funds. Due by March the new Mainstream system will offer clients an industry-leading online investor portal making it easier and faster to get information about their funds. Mainstream is a leading fund registry and administration service for fund managers superannuation trustees and listed companies. Once fully implemented clients will be able to...

Emerging Markets: which Latin American countries are in favour

Senior fund managers James Syme and Paul Wimborne specialise in Emerging Markets

nbsp There are some interesting differences among major Latin American countries that are important for emerging markets investors right now. Here senior portfolios managers James Syme and Paul Wimborne take a closer look explaining which countries they favour and why. nbsp WE believe growth metrics and policies designed to support growth are the key data points to track for markets with stimulative monetary policies and...

Emerging Markets: the key country-level factor to watch right now

nbsp Some country-level factors are more important than others for Emerging Markets investors right now. Here are the latest insights from James Syme and Paul Wimborne pictured managers of our Global Emerging Markets Opportunities fund. FOLLOWERS of our emerging markets investment process know we group our selected country-level market drivers into five broad groups. But we recognise some of these are more important than others...

Pendal Group update on the Coronavirus (COVID-19) pandemic

As the COVID-19 pandemic continues to impact the global community we remain focussed on taking proactive measures and precautions to ensure the health and safety of our employees while maintaining our ability to service our clients and manage our business. Our JOHCM and Pendal Australia staff have been working from home since mid-March 2020. Pendal Group has comprehensive Business Continuity Plans in place for all...