Blogs Archive | Pendal Group
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News

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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. array(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

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.

Quarterly video update: Is value developing in emerging markets?

In this latest video, James Syme shares his thoughts on countries presenting good investment opportunities and reviews the Fund's recent performance.array(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

In this latest video, James Syme shares his thoughts on countries presenting good investment opportunities and reviews the Fund’s recent performance.

Brazil, Mexico: case studies in country selection

Ahead of his Australian visit, James Syme digests how changes to the political order in Brazil and Mexico are influencing his team's investment thesis. array(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

Ahead of his Australian visit, James Syme digests how changes to the political order in Brazil and Mexico are influencing his team’s investment thesis.

Residential property – what lies ahead?

Pendal Portfolio Manager Tim Hext looks at the underlying data and potential tax changes to draw conclusions on the prospects for residential property prices.array(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

Pendal Portfolio Manager Tim Hext looks at the underlying data and potential tax changes to draw conclusions on the prospects for residential property prices.