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Which companies will benefit from AI technology in the long term? Which are caught up in a short-term frenzy? Pendal global equities analyst SUE SCOTT explains what to look for…
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Impact investing can be an important source of diversification in a number of ways, argues Regnan’s TIM CROCKFORD Impact investing can be a source of diversification Small, mid-cap, growth exposure…
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Renewed negativity about China’s growth is creating opportunities to buy good companies that are focused on delivering for shareholders. SAMIR MEHTA explains where to look China’s re-opening disappoints Quality opportunities…
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Investors concerned about the banking crisis and recession fears in the US may be missing out on finding investment opportunities in other parts of the world, says Pendal’s CLIVE BEAGLES…
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Global equities investors might be wary of US and European bank stocks right now. But don’t let that turn you off south-east Asian banks, says Pendal’s SAMIR MEHTA Asia looks…
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It’s become increasingly important for equities investors to understand how companies in their portfolios are protected from data breaches, says Pendal’s SUE SCOTT Increased focus on cyber security Investors need…
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A pick-up in cyclical growth in Indonesia is creating opportunities for emerging market investors, argues Pendal’s PAUL WIMBORNE Indonesia set for growth Retailers, auto dealers and banks well-placed Find out…
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Find out about Regnan Global Equity Impact Solutions Fund REGNAN portfolio manager Tim Crockford spends most of his time searching for companies with an innovative edge in solving the world’s biggest…
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It’s back to the future for investors with 2023 looking like a “normal financial crisis”, says Chris Lees, co-manager of Pendal Global Select Fund Opportunities in technology and consumer staples…
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Here, Pendal’s head of global equities ASHLEY PITTARD makes the case for quality banks ahead of a likely US recession UBS, JP Morgan, Wells Fargo top picks US recession likely;…