BT Active Balanced PST APIR RFA0823AU We are writing to let you know that the BT Active Balanced PST ABN 28 200 793 048 PST in which you are invested will be terminated on 30 October 2020. In a recent review of the PST the Trustee noted that the PST has a small number of investors and low funds under management. This means it is...
What s impacting Aussie stocks this week according to Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams.There was a disconnection between the Australian and US equity markets last week as the S amp P ASX 300 gained 1.6 while the S amp P500 lost 0.6 .This partly reflects a divergence in near-term trends.Covid case numbers continue to...
What s impacting Aussie stocks this week according to Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams.EQUITY markets continue to tread water a trend likely to continue until the US election barring unusually positive or negative economic or Covid news.We continue to see a modest rotation from growth to value. Overall the S amp P ASX 300...
CLIMATE change will be the focus of the world s brightest minds over the next few days as the world marks Climate Week.More than 350 events will take place in New York City and around the world as we consider how to rebuild the global economy for people and the planet while halving global emissions by the end of the decade.As part of Pendal s...
What s impacting Aussie stocks this week according to Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams. THE waning probability of an agreement on the next tranche of US fiscal support coupled with suspension of AstraZeneca s AZ vaccine trial prompted a market wobble last week.The S amp P ASX 300 fell -1.0 however it held technical...
Opportunity in China is not always where you might think. Global Emerging Markets Opportunities portfolio managers James Syme and Paul Wimborne pictured above explain their approachTHIS month we highlight one of the main expected drivers of our portfolio and explain the case for those investments.We focus on these holdings because a high-level look at the portfolio s relative weightings might not bring out the degree...
Changes to the Pendal Ethical Share Fund APIR RFA0025AU ARSN 096 328 219 The Fund s investment strategy including how we take labour standards and environmental social and ethical considerations into account when selecting retaining or realising investments of the Fund will be changing from 12 October 2020. Investment strategyFrom 12 October 2020 the Fund will be a high conviction values-oriented concentrated portfolio of typically...
nbsp Here s what s impacting Aussie stocks at the moment according to Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams. Strong US jobs data last week suggests the reduction in fiscal stimulus is not yet biting. The Victorian lockdown continues to drag on Australia s national economic pulse. As a result Australia is a negative outlier...
nbsp PENDAL will soon introduce a new unit registry service for our Australian-based funds. Due by March the new Mainstream system will offer clients an industry-leading online investor portal making it easier and faster to get information about their funds. Mainstream is a leading fund registry and administration service for fund managers superannuation trustees and listed companies. Once fully implemented clients will be able to...
nbsp There are some interesting differences among major Latin American countries that are important for emerging markets investors right now. Here senior portfolios managers James Syme and Paul Wimborne take a closer look explaining which countries they favour and why. nbsp WE believe growth metrics and policies designed to support growth are the key data points to track for markets with stimulative monetary policies and...
