Conditions for EM ex-China looking up
Conditions for emerging markets ex-China look better for the next few years than they have in recent years. James Syme explains why.
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Fund Manager commentary – April 2019
Fund Manager commentary for the month ended 30 April 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Australian Quarterly Update
Our Q1 2019 review and outlook covering rates, credit, cash and ESG.
Fund Manager Commentary – March 2019
Fund Manager commentary for the month and quarter ended 31 March 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead. Quarterly commentary Monthly commentary [subscribe]
Explained: the responsible investment landscape
What separates environmental, social and governance (ESG) investing; impact investing; ethical screening; and socially responsible investing (SRI)?
Parastatal paralysis
James Syme takes a look at two interesting stories that have been developing recently in South Africa and Mexico.
Vimal Gor: how modern monetary theory impacts investors
What is modern monetary theory and how does it impact investors? Pendal’s Vimal Gor explains on ABC TV.
Why Colgate and P&G will prosper in the Amazon era
Consumer staples companies may be perceived as stale and boring. But opportunities arise when identifying companies that actively invest in their brands.
Korea’s corporate revolution
We're confident that Korean corporate governance is undergoing irreversible and revolutionary change - James Syme explains why.
The third axis: what comes next after returns and risk
Read Richard Brandweiner's recent speech at the KangaNews 2019 Sustainable Debt Summit.