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In this latest video, James Syme shares his thoughts on countries presenting good investment opportunities and reviews the Fund's recent performance.
Fund Manager commentary for the month ended 31 October 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
US posturing towards China parallels that of ruling powers through the ages. What can history tell us in the age of globalisation?
Ahead of his Australian visit, James Syme digests how changes to the political order in Brazil and Mexico are influencing his team's investment thesis.
Pendal Portfolio Manager Tim Hext looks at the underlying data and potential tax changes to draw conclusions on the prospects for residential property prices.
Trump certainly wasn't kidding when he said "America First".
Regnan’s latest research into ESG integration validates the contribution from using the company’s research ratings to pick the winners and avoid the underperformers.
India's dependence on oil imports and excessive reliance on foreign capital flows sees it caught up in the downward shift in sentiment towards many Asian markets.
Our latest Australian Quarterly delves into the domestic housing market and the hot-button issue of negative gearing, together with an update on credit markets and 'green bonds'.