Why Colgate and P&G will prosper in the Amazon era
Consumer staples companies may be perceived as stale and boring. But opportunities arise when identifying companies that actively invest in their brands.
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.
Korea’s corporate revolution
We're confident that Korean corporate governance is undergoing irreversible and revolutionary change - James Syme explains why.
The third axis: what comes next after returns and risk
Read Richard Brandweiner's recent speech at the KangaNews 2019 Sustainable Debt Summit.
Pendal joins forces with financial sector leaders
Pendal joins the Australian Sustainable Finance Initiative – an unprecedented collaboration of finance leaders coming together to support greater social, environmental and economic outcomes for Australia.
Asian Paints in India – years of growth ahead
The world over, paints is an oligopolistic industry; in American and India, it has yet to be disrupted by online commerce.
Fund Manager Commentary – February 2019
Fund Manager commentary for the month ended 28 February 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Buying up in Dubai
Known for its shopping, we believe Dubai offers opportunities for the astute buyer. James Syme explains why.
IWD 2019: the growing role of gender equality bonds
We mark International Women's Day with a collaboration with Regnan on the increasing role of gender bonds in advancing women’s equality and empowerment.
In a pickle: Kraft Heinz
In the first of a two part series, we look at Kraft Heinz as a lesson in investing in quality companies.
Livewire exclusive: Vimal Gor
In this exclusive interview with Livewire Markets, Vimal Gor discusses the importance of liquidity and why the world just can't handle higher interest rates.