Donald Trump is fighting fire with fire
Vimal Gor peels back a few layers of the global trade playbook to provide some context to the seemingly treacherous path of US-China trade relations.
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Fund Manager Commentaries – July 2018
Fund Manager commentary for the month ended 31 July 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Resilience matters: 2 Minute Noodles spring back
Samir Mehta lifts the lid on Nestle India's challenges with its iconic Maggi brand - and his own challenges with lofty valuations.
Case studies: the role of currency in valuing EMs
Among a number of factors, currency valuations are a critical component of assessing opportunities in emerging market equities.
Sell the headlines, buy the story
How did investment markets perform for the 2017/18 financial year? Our portfolio managers share the real stories that divided leaders from the laggards.
Asian equities: repair and recover
Several factors, including a change in liquidity, may have contributed to the sell-off in some Asian EM equity markets.
Global research trip notes – finding upside in Lower Manhattan
Interested in real estate investment with a difference? Paul Gyenge shares his insights into a well-established company in the US that maximises the development and the management premium.
Fund Manager Commentary – June 2018
Fund Manager commentary for the month ended 30 June 2018 covering market reviews, Pendal fund performance and outlook for the period ahead.
Macro-driven stock opportunities in Chinese oil
President Xi Jinping's crack down on corruption and malpractice has significantly effected large Chinese oil companies, with investment opportunities arising.
Income & Fixed Interest Australian Quarterly Update
Our Income & Fixed Interest team looks at the changing domestic economic landscape and highlights the importance of ESG considerations when investing.