Caution warranted after strong market rally
The market’s turnaround from last year’s pessimism is a short-term reaction to a “perfect storm” of positive events – and investors should take a cautious approach, says Pendal’s ALAN POLLEY…
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Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.
Mainstream Online Web Portal
LoginInvestors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
News
Michael Blayney: It’s time to be patient and wait for an opportunity
Markets are around fair value, economic data is contradictory and market momentum is patchy — so it’s a good time to be close to neutral, argues Pendal’s MICHAEL BLAYNEY. But…
Michael Blayney: How to invest in a recession
If the US falls into recession, investors should be ready to buy falling equities and take advantage of higher bond yields, says Pendal’s head of multi-asset MICHAEL BLAYNEY US economy…
Strategic asset allocation: what matters in the long run
An annual strategic asset allocation review has led Pendal’s multi-asset team to make some recent adjustments to portfolios. Pendal’s ALAN POLLEY explains Strategic asset allocation process takes a long-term view…
It’s time to do an annual portfolio health check. Here’s how
There are three steps in checking the health of an investment portfolio. Pendal multi-asset portfolio manager ALAN POLLEY explains Annual asset allocation review critical to successful investing Three steps: strategic…
Fast podcast: Asset allocation tips from Pendal’s head of multi-asset
In our latest fast podcast, Pendal’s head of multi-asset MICHAEL BLAYNEY talks about the lessons of 2022, how he’s valuing major asset classes right now and suitable portfolio settings You…
Asset allocation: what our multi-asset team learned in its latest strategic review
The long-term outlook for investment markets is more positive than it has been since 2014, argues Pendal’s Alan Polley Bonds attractive once again ‘Long-term opportunity set looks better than it…
Is it time to re-enter the markets? Watch these three measures
Trend, valuations and the economy are the key measures when deciding if it’s time to re-enter the market, says MICHAEL BLAYNEY Bond, equities closer to fair value Opportunity to rebalance…
Alan Polley: Consider foreign currency exposure in international share portfolios
As the Aussie hits multi-year lows against a rising US dollar, is it time to currency-hedge international portfolios? Pendal’s ALAN POLLEY argues the ‘yes’ case Strong diversification benefits in foreign…
Michael Blayney: A quick overview of asset classes right now
How are different asset classes faring in these rough economic conditions? Here’s a quick snapshot from our multi-asset chief Michael Blayney Opportunities in REITs and infrastructure Be ready to shift…