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.

Changes to Fund buy-sell spread notification

Important Updates Pendal Dynamic Income Fund APIR BTA8657AU ARSN 622 750 734 Pendal Enhanced Credit Fund APIR RFA0100AU ARSN 089 937 815 Pendal Fixed Interest Fund APIR RFA0813AU ARSN 089 939 542 Pendal MicroCap Opportunities Fund APIR RFA0061AU ARSN 118 585 354 Pendal Monthly Income Plus Fund APIR BTA0318AU ARSN 137 707 996 Pendal Sustainable Australian Fixed Interest Fund APIR BTA0507AU ARSN 612 664 730...

Amy Xie Patrick: what is the role of fixed income in a portfolio

Featured Video Play Icon

nbsp What is the role of fixed income in a portfolio right now Pendal portfolio manager Amy Xie Patrick explains here and outlines the team's strategy for its Dynamic Income Fund. nbsp Watch the video above or read the transcript below. TRANSCRIPT What is the role of fixed income in a portfolio Fixed interest has two main roles in the portfolio to provide diversification and...

Pendal evolves multi-asset fund to be more socially responsible

Featured Video Play Icon

nbsp PENDAL is placing higher importance on sustainability factors in its Multi-Asset Target Return Fund amid growing need for liquid sustainable alternative assets in balanced portfolios. Watch a short video above to hear our Head of Multi-Asset Michael Blayney explain the move. nbsp PENDAL is increasing consideration of sustainability factors within the existing investment process of its Multi-Asset Target Return Fund in response to the...

Vimal Gor: What a second wave of infections would mean for investors

Featured Video Play Icon

How will the risk of a second wave of virus infections impact investors Pendal s Head of Bond Income and Defensive Strategies Vimal Gor explains in a new video interview with online business channel Ausbiz.com.au. nbsp Watch the video above or read the transcript below. TRANSCRIPT AUSBIZ.COM.AU INTERVIEWER Vimal Gor is Head of Bond Income and Defensive Strategies at Pendal and he's joining us live...

Crispin Murray’s weekly Australian equities outlook (Jun 22)

Pendal's Head of Equities, Crispin Murray

nbsp Here s the latest outlook for Australian equities from Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams. CONCERNS about a material second wave of COVID-19 infections have increased over the past week. This reflects a rise in cases in some parts of the US and other countries. Here in Australia the spike in Victorian cases needs...

Richard Brandweiner: sustainable investing explained

Featured Video Play Icon

nbsp What are the different ypes of sustainable investments how did they develop and why are they growing so quickly Pendal CEO Richard Brandweiner explains in this Lonsec webinar from June 10 2020. Watch the video above or read the transcript below. RICHARD BRANDWEINER Sustainability is a particularly relevant topic right now for many reasons. This is not just because of what we've experienced recently...

Crispin Murray’s weekly Australian equities outlook

Pendal's Head of Equities, Crispin Murray

Here s the latest outlook for Australian equities from Pendal s head of equities Crispin Murray pictured above . Reported by portfolio specialist Chris Adams. THE COMBINATION of a short-term over-bought market an increase in virus case-loads in some parts of the US and perhaps a case of sell the fact as the Fed confirmed its current monetary stance prompted the biggest sell-off in Australian...

Pendal bolsters capability in volatility strategies, credit and ESG

Murray Ackman, Anna Hong and Thomas Ciszewski (l-r) have joined Pendal's Bond, Income and Defensive Strategies team

Murray Ackman Anna Hong and Thomas Ciszewski l-r have joined Pendal's Bond Income and Defensive Strategies team PENDAL's Bond Income and Defensive Strategies team is excited to share details of three new appointments and a promotion. The new hires will focus on areas of growth in the boutique and support our ambition to be a leader in Environmental Social and Governance ESG fixed income investing...

Amy Xie Patrick: Fixed income investing in a zero-rate world

nbsp How will the journey from deflation to inflation impact portfolio construction defensiveness and income in this zero-rate world On May 28 2020 Pendal s Head of Bond Income and Defensive Strategies Vimal Gor and senior team members Amy Xie Patrick and Tim Hext and outlined the implications for investors in their half-yearly Lighthouse Series live webinar. This is a recording of Amy's presentation which...