How did investment markets perform for the 2017/18 financial year? Our portfolio managers share the real stories that divided leaders from the laggards.
Several factors, including a change in liquidity, may have contributed to the sell-off in some Asian EM equity markets.
Interested in real estate investment with a difference? Paul Gyenge shares his insights into a well-established company in the US that maximises the development and the management premium.
Fund Manager commentary for the month ended 30 June 2018 covering market reviews, Pendal fund performance and outlook for the period ahead.
President Xi Jinping's crack down on corruption and malpractice has significantly effected large Chinese oil companies, with investment opportunities arising.
Our Income & Fixed Interest team looks at the changing domestic economic landscape and highlights the importance of ESG considerations when investing.
Our process remains assertively top-down, but stock selection also remains a key part of the process, as can be seen in the recent performance of bond-proxies.
A timely insight into the value of integrating ESG considerations into credit analysis. This case study forms part of the broader research published by the PRI as part of their ESG in credit ratings initiative.
Fund Manager commentary for the month ended 31 May 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Samir Mehta tucks in for a fresh look at the fast food restaurant sector in the Philippines.
