Fund Manager Commentary – March 2019
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]
Here you will find our latest market insights, investment commentaries and webinars as well as education & product material, press releases and videos. Use the filters below to easily find what you’re looking for.
Why Colgate and P&G will prosper in the Amazon era
Consumer staples companies may be perceived as stale and boring. But opportunities arise when identifying companies that actively invest in their brands.
Asian Paints in India – years of growth ahead
The world over, paints is an oligopolistic industry; in American and India, it has yet to be disrupted by online commerce.
Fund Manager Commentary – February 2019
Fund Manager commentary for the month ended 28 February 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
In a pickle: Kraft Heinz
In the first of a two part series, we look at Kraft Heinz as a lesson in investing in quality companies.
Fund Manager Commentary – January 2019
Fund Manager commentary for the month ended 31 January 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Are disruptors doomed as the cycle turns?
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 – December 2018
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.
Santa says “conditions too toxic” for his annual rally
Australian Equities
Bond, Income & Defensive Strategies
Diversifieds
Emerging Markets
Global Equities
Property
Recommended holiday reading: our annual review and outlook across major domestic and overseas markets.
Fund Manager Commentary – November 2018
Fund Manager commentary for the month ended 30 November 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.