Fund Manager Commentary – July 2019
Fund Manager commentary for the month ended 31 July 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
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.
Global equity investors need a new mindset for the 2020s
Ashley Pittard's presentation at Portfolio Construction Forum's 20/20 Strategies Conference delves into how investors can preserve and prosper in the 2020s.
Seeing the bigger picture on digital media stocks
Pendal’s Ashley Pittard shares his thoughts on being very selective when it comes to investing in digital media stocks.
How Pendal’s investment manager saw opportunity among unloved global consumer 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 – June 2019
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.
Putting Facebook through the paces
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?
Fund Manager Commentary – May 2019
Fund Manager commentary for the month ended 31 May 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Act like you own the joint
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 – April 2019
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 – 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]