Video update: Positioning for an upturn in emerging markets
In this latest video, James Syme provides an update on emerging markets and the valuation-driven opportunities the team are uncovering.
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Fund Manager Commentary – January 2019
Fund Manager commentary for the month ended 31 January 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Dovish Fed should boost emerging markets
The overtly dovish shift in policy stance by the US Federal Reserve should augur well for emerging markets into 2019.
Vimal Gor featured on ABC’s The Business
Hear from Vimal Gor on his expectations for Australia's economy and interest rates as aired on ABC's The Business
Pendal to take full ownership of Regnan
Closer alignment with Regnan, Australia's leading provider of ESG research, engagement and advisory services, supports our goal to improve investor outcomes.
Australian Quarterly Update
Our Bond, Income & Defensive Strategies team discuss the interest rate and credit market outlook, RMBS markets and sustainability bonds.
Are disruptors doomed as the cycle turns?
Early signs of corporate casualties borne out of cheap money are now appearing. Samir Mehta outlines why his defensive stance may trigger growth opportunities.
Playing the waiting game on China
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 – December 2018
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.
Santa says “conditions too toxic” for his annual rally
Australian Equities
Bond, Income & Defensive Strategies
Diversifieds
Emerging Markets
Global Equities
Property
Recommended holiday reading: our annual review and outlook across major domestic and overseas markets.