Why we love stock exchanges
The banking sector may no longer be the defensive investor's place of refuge. Ashley Pittard shares his view on the alternatives.
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 ignorance is not bliss for financials
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 – August 2019
Fund Manager commentary for the month ended 31 August 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Pendal appoints Nick Good to head up J O Hambro in the US
Australian Equities
Bond, Income & Defensive Strategies
Diversifieds
Emerging Markets
Global Equities
Pendal has announced the appointment of Nick Good as US chief executive of the J O Hambro operations.
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.
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?