What can investors learn from major developed nations as they emerge from lockdowns? Here fund manager Clive Beagles gives his perspective from the UK BRITISH stocks are likely to outperform…

If the pick-up in capital spending among businesses continues, higher prices are much more likely to be here to stay, says Pendal’s head of global equities Ashley Pittard Capital spending…

What do China’s recent regulatory changes mean? Where else should investors be looking in Asia? Pendal’s Samir Mehta has answers in this short video with portfolio specialist Chris Adams. Watch…

Global energy and financial stocks have been unloved, but as inflation comes through it’s time to take another look. Pendal’s head of global equities Ashley Pittard explains why Financials and…

Investors expect China may turn its regulatory spotlight on property after tightening industries such as education. Pendal’s Samir Mehta explains the outlook China seeking to reduce cost of living pressures…

The enduring trend to digitalisation and a faster-than-expected economic recovery are two insights we can learn from strong results among European banks. Paul Wild explains THE WORD “digitalisation” appears in…

There are parallels between China’s crackdown on its education and tech industries and similar moves in the US. China investors can learn from this, says Pendal’s Samir Mehta July was…

After decades as an underperformer among equity markets in the developed world, investing in Europe is once again looking attractive, says Pendal’s Paul Wild. Carbon-neutral push is moving the spotlight…

The United Kingdom looks as “good as I’ve seen in the 30 years I’ve been working in it”, says Pendal Group’s Clive Beagles. Equities in the UK may be significantly…

Quality oil and gas companies are transforming. That’s where opportunities lie says Pendal’s head of global equities, Ashley Pittard. There are strong earnings tailwinds behind oil companies Buying into transforming…