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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…