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The investment metrics that worked in a low interest rate world are no longer the right markers for profitable investing. Pendal’s SAMIR MEHTA explains Some investing metrics will stop working…
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Latin America offers a rare bright spot in a world worried about inflation, interest rates and war, says Pendal emerging markets manager James Syme Latin America offers a bright spot…
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Inflationary periods can be a good time to identify mis-priced stocks if you know what to look for, says Pendal’s CLIVE BEAGLES Inflation triggers mis-pricing of stocks Important to decipher…
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Rates are rising and long-duration assets like big US tech stocks are underperforming. Where should global equities look? Pendal’s ASHLEY PITTARD has some answers FAANG stocks continue to face headwinds…
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Many EM countries look to be in good shape to weather the US Fed’s interest rate tightening cycle this time around. Pendal’s JAMES SYME explains why HOW will higher US interest…
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A monthly insight from James Syme and Paul Wimborne, managers of Pendal’s Global Emerging Markets Opportunities Fund INFLATION has continued to push higher in developed and emerging economies. It certainly…
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‘If you don’t own China today, you’re going to miss out,’ says Samir Mehta, manager of Pendal Asian Share Fund. Here’s why Stimulus could turn around faltering Chinese economy Policymakers have…
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What does the dramatic fall of the Japanese Yen mean for investors? Pendal’s NUDGEM RICHYAL, co-manager of Pendal Global Select Fund, explains in this fast podcast You can also listen…
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A monthly insight from James Syme and Paul Wimborne, managers of Pendal’s Global Emerging Markets Opportunities Fund FOLLOWING the initial shock of the Russian invasion of Ukraine, it is becoming…
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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…