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Despite a recent lull in the luxury segment, one iconic brand is making a comeback. Pendal’s SAMIR MEHTA outlines a fashionable investment opportunity IN THE film The Devil Wears Prada,…
In investing – just like in music – real success is found beyond the obvious. China’s Tencent Music is a great example, argues Pendal’s SAMIR MEHTA WHO is the Bob…
At the end of a year in which almost half the world’s population were eligible to vote, investors can finally look forward to more certainty, says Pendal’s ADA CHAN IF…
Pendal’s Global Emerging Markets Opportunities team remains positive about China’s property sector. Here they explain why CHINA remains the most interesting emerging market from a top-down standpoint. Here we focus…
Investment conditions continue to look promising in Brazil and China. Here Pendal’s Global Emerging Markets Opportunities team explains why SEPTEMBER and October are often monumental months in global markets and…
Where next for Asia? As companies and countries across the continent adapt to China’s slowdown, opportunities are emerging. Portfolio managers ADA CHAN and SAMIR MEHTA explain ASIAN economies are shaking…
Despite a cloudy narrative, Pendal’s emerging markets team remains overweight in Chinese equities via a highly selective set of stocks. Here, they explain why THERE’S been a lot of focus…
What does the recent global market volatility mean for emerging markets investors? Here’s an update from Pendal’s Global Emerging Markets Opportunities team WE’VE seen significant volatility in global financial markets…
Demand looks strong in key EMs and our Pendal Global Emerging Markets Opportunities investment team believes US dollar softness – when it comes – will create conditions for strong returns…
Pendal’s emerging markets team expects significant interest rate cuts in Mexico and Brazil, increasing their attractiveness. Pendal Global Emerging Markets Opportunities fund co-manager JAMES SYME explains ONE of the reasons…
