Early signs of corporate casualties borne out of cheap money are now appearing. Samir Mehta outlines why his defensive stance may trigger growth opportunities.
China’s growth is clearly slowing and policy responses are warranted, but James Syme believes the authorities won’t be moving in a hurry.
Fund Manager commentary for the month and quarter ended 31 December 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Recommended holiday reading: our annual review and outlook across major domestic and overseas markets.
Fund Manager commentary for the month ended 30 November 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
James Syme reviews the year and explains why we are very positive on the outlook for EM equities in 2019.
The Industrials sector offers many and varied investment opportunities. Read about our Industrials stock picks and developments in the world of robotics.
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?
