The banking sector may no longer be the defensive investor's place of refuge. Ashley Pittard shares his view on the alternatives.
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A famous Chinese philosopher said “Good thing no cheap; cheap thing no good”. US banks are now as cheap as their pre-GFC levels, should investors buy cheap?
Fund Manager commentary for the month ended 31 August 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Pendal has announced the appointment of Nick Good as US chief executive of the J O Hambro operations.
Fund Manager commentary for the month ended 31 July 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Ashley Pittard's presentation at Portfolio Construction Forum's 20/20 Strategies Conference delves into how investors can preserve and prosper in the 2020s.
Pendal’s Ashley Pittard shares his thoughts on being very selective when it comes to investing in digital media stocks.
"Amazon brings threats as well as opportunities if you know where to look" says Ashley Pittard. Find out which consumer products companies are continuing to grow...
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.
Our team has recently reviewed the thesis on Facebook. What has changed in the social media world and how has Facebook earned a place in our portfolio?