How Emerging Markets investors should approach China now
BEIJING’S public insistence on zero Covid tolerance has put a question mark over China’s economic outlook — and raised concerns its growth targets are too ambitious. JAMES SYME explains what…
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What the Russia-Ukraine crisis means for Emerging Markets investors
The Russian economy has been performing strongly, but the outlook is now uncertain as global sanctions bite. Here is the EM view from Pendal’s JAMES SYME Read updated commentary from…
Emerging Markets: Look closely for hidden strengths in India, Mexico
Deep, country-level analysis is critical in emerging markets investing, says Pendal’s James Syme. India and Mexico are two examples of countries with hidden strengths Conventional wisdom says India, Mexico should…
Emerging Markets: Which countries are burning brightly as energy prices climb
Rising oil and gas prices mean boom times for emerging market energy exporters such as Brazil, Mexico and Russia, says Pendal EM manager JAMES SYME Rising oil prices are lifting…
FAST PODCAST: Where bond yields are heading and what it means for investors
In this fast podcast, Pendal’s head of income AMY XIE PATRICK explains the different components of bond yields and what they are indicating for 2022 An excerpt from this podcast…
FAST PODCAST: How to manage fixed income amid rising inflation in 2022
Bonds are ready to do their job again in 2022 — but rising inflation means fixed income portfolios will require nuance. AMY XIE PATRICK explains An excerpt from this podcast…
FAST PODCAST: The role bonds will play in portfolios in 2022
Bond yields should rise slightly higher next year and will continue to be a strong defensive asset says Pendal’s TIM HEXT in this fast podcast An excerpt from this podcast…
Short-term cycles are a hallmark of Covid
One of 2021’s takeaways is that Covid is cyclical, says Pendal’s JAMES SYME. That means investors should be on the look-out for opportunities among over-sold reopening stocks Sell-off in the…
FAST PODCAST: What it means for investors if China accepts slower growth
CHINA’S property-led economic slowdown shows no sign of ending. In this week’s The Point podcast, Pendal portfolio manager Amy Xie Patrick explains what that means for Australian investors: An excerpt from…
How inflation and rates expectations are affecting Emerging Markets
A monthly insight from James Syme and Paul Wimborne, managers of Pendal’s Global Emerging Markets Opportunities Fund WE have seen high inflation prints across the world in recent months. Meanwhile,…