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Chris Lees and Nudgem Richyal have spent almost 20 years building a differentiated global equities strategy. Here’s their story Something very different in global equities “Highly recommended” by Zenith (Sep…
Net zero is a megatrend that will define the business landscape for decades. Pendal analyst and co-portfolio manager Oliver Renton explains what it means for investors Net zero carbon emissions…
This week the RBA’s Dr Philip Lowe indicated the big jump in house prices wasn’t really his area of concern. Pendal’s Tim Hext explains what that means THE RESERVE Bank…
Chris Lees and long-time investing partner Nudgem Richyal have spent 17 years building a highly differentiated — yet highly successful — global equities investment strategy. Here they explain their process…
A new kind of bond offers features based on whether an issuer achieves sustainability goals by a deadline. Pendal Credit ESG Analyst Murray Ackman explains the pros and cons EVERY…
What can investors learn from major developed nations as they emerge from lockdowns? Here fund manager Clive Beagles gives his perspective from the UK BRITISH stocks are likely to outperform…
Here are the main factors driving Australian equities this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams >> Crispin Murray’s four themes of ASX full-year…
What do China’s recent regulatory changes mean? Where else should investors be looking in Asia? Pendal’s Samir Mehta has answers in this short video with portfolio specialist Chris Adams. Watch…
Four themes characterised full-year earnings season 2021 and will set the tone for how the market trades from here, says Pendal’s head of equities Crispin Murray Growth stocks back in…
Debate about inflation as transitory or structural misses the point. It’s about building a portfolio that’s robust to a range of outcomes, says Pendal’s Michael Blayney. Portfolio construction must allow…
