Does ownership of shares by a company’s senior leadership actually align interests and drive better results? In our experience, true alignment is something money can't always buy.
Fund Manager commentary for the month ended 30 April 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Fund Manager commentary for the month and quarter ended 31 March 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead. Quarterly commentary Monthly commentary [subscribe]
Consumer staples companies may be perceived as stale and boring. But opportunities arise when identifying companies that actively invest in their brands.
The world over, paints is an oligopolistic industry; in American and India, it has yet to be disrupted by online commerce.
Fund Manager commentary for the month ended 28 February 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
In the first of a two part series, we look at Kraft Heinz as a lesson in investing in quality companies.
Fund Manager commentary for the month ended 31 January 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Early signs of corporate casualties borne out of cheap money are now appearing. Samir Mehta outlines why his defensive stance may trigger growth opportunities.
Fund Manager commentary for the month and quarter ended 31 December 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
