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.
Trade war trade-offs in EM
James Syme, portfolio manager of the Pendal Global Emerging Markets Opportunities Fund, talks trade wars and currency manipulation.
Brand risk: social licence to operate, ‘corporate virtue signalling’ and brand assets
Regnan’s latest guidance on corporate responses to ESG issues highlights the importance of looking beyond the implications for shareholder value when taking a stance.
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...
A slowing cycle still draws opportunities
EM equities is a highly cyclical asset class, but the first half of 2019 has shown that a slowing cycle still creates great opportunities.
Winner: best property securities fund
In May 2019 the Pendal Property Securities Fund was awarded Best Property Securities Fund at the Money Management Fund Manager of the Year Awards.In announcing the award Money Management and its research partner Lonsec stated The Pendal Property Securities Fund has a core investment style with a quality bias and is managed by highly-experienced and long-serving Portfolio Managers Peter Davidson and Julia Forrest. The team...
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?