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.

Pendal Group update on the Coronavirus (COVID-19) pandemic

As the COVID-19 pandemic continues to impact the global community I would like to update you on the proactive measures and precautions we have taken to ensure the health and safety of our employees while maintaining our ability to service our clients and manage our business.Like the majority of businesses our staff are now working from home and will do so until further notice. JOHCM...

Changes to Fund buy-sell spread

Pendal MicroCap Opportunities FundImportant UpdatesPendal MicroCap Opportunities Fund APIR RFA0061AU ARSN 118 585 354 Effective 26 March 2020 the Pendal MicroCap Opportunities Fund Fund s buy-sell spread will increase from 0.70 with 0.35 payable on application and 0.35 payable on withdrawal to 1.86 with 0.93 payable on application and 0.93 payable on withdrawal . The buy-sell spread is an additional cost to you and is...

Beyond the volatility: COVID-19 and ESG

THE spread of COVID-19 is exacting a great humanitarian and economic toll across the globe.At times of heightened uncertainty there is an even greater need for patient active and transparent investment management to help clients navigate this challenging situation.A key component of this investment process is stewardship in particular engagement with investee companies.An active engagement program is an important way to identify investment opportunities as...

Michael Blayney: why a diversified portfolio is crucial right now

Featured Video Play Icon

Investors with well-diversified well-designed portfolios should stay the course amid the COVID-19 volatility says Pendal Head of Multi-Asset Michael Blayney.Michael explains why in this short video. Or read the transcript below.TranscriptI'm going to provide you here with a brief update on our views on portfolio construction and current market conditions in light of the COVID-19 related volatility we are experiencing.The first point is it's always...

Vimal Gor: A quick take on government COVID-19 responses

Featured Video Play Icon

A quick overview of government COVID-19 responses from Pendal Head of Bond Income and Defensive Strategies Vimal Gor.Watch this short video recorded at Vimal's home office or read the transcript below.TRANSCRIPT I've spoken at length over the last few months about the situation we're finding ourselves in in terms of markets and economics.The bottom line is the world economy was slowing and was susceptible to...

Tim Hext: RBA brings out the Howitzer

RESERVE Bank Governor Phil Lowe may be cautious by nature but he can recognise when decisive action is required.The RBA has today delivered a rate cut to 0.25 .Exchange Settlement balances interest what the RBA pays for cash parked with them should have been 0 25 below but is now set at 0.1 .More importantly in the Quantitative Easing QE arena the RBA is targeting...

Changes to Fund buy-sell spread

Important UpdatesPendal Enhanced Credit Fund APIR RFA0100AU ARSN 089 937 815 Pendal Enhanced Fixed Interest Trust APIR WFS0365AU ARSN 099 765 947 Pendal Fixed Interest Fund APIR RFA0813AU ARSN 089 939 542 Pendal Monthly Income Plus Fund APIR BTA0318AU ARSN 137 707 996 Pendal Sustainable Australian Fixed Interest Fund APIR BTA0507AU ARSN 612 664 730 Effective 20 March 2020 the buy-sell spread for a number...

Changes to Fund buy-sell spread

Pendal Dynamic Income Fund Important Updates Pendal Dynamic Income Fund APIR BTA8657AU ARSN 622 750 734 Effective 19 March 2020 the Pendal Dynamic Income Fund Fund s buy-sell spread will increase from 0.14 with 0.07 payable on application and 0.07 payable on withdrawal to 1.02 with 0.07 payable on application and 0.95 payable on withdrawal.The buy-sell spread is an additional cost to you and is...

COVID-19 investor wrap: likely outcomes and market insights

Pendal portfolio specialist Chris Adams presents a wrap of COVID-19 market observations likely scenarios and portfolio positioning insights from the Pendal team WE ARE now seeing the market price in economic disruption caused by government efforts to contain the coronavirus spread and flatten the curve .We ve seen from China South Korea and Singapore that economic lockdowns can be successful in limiting the increase in...