A famous Chinese philosopher said “Good thing no cheap; cheap thing no good”. US banks are now as cheap as their pre-GFC levels, should investors buy cheap?
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Samir Mehta provides his rationale for ratcheting up holdings in China, particularly the 'A' share market.
Fund Manager commentary for the month ended 31 August 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Currency valuation is a key part of our emerging market country selection process, so what are the currency impacts from the US-China trade war?
Vimal Gor shares his thoughts on where the US economy is headed and hence, where to now for bond markets.
Pendal has announced the appointment of Nick Good as US chief executive of the J O Hambro operations.
Regnan releases the 2019 Annual Engagement and Impact Report.
Fund Manager commentary for the month ended 31 July 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Ashley Pittard's presentation at Portfolio Construction Forum's 20/20 Strategies Conference delves into how investors can preserve and prosper in the 2020s.
Pendal’s Ashley Pittard shares his thoughts on being very selective when it comes to investing in digital media stocks.