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Government policy is an increasing risk factor for investors, argues Pendal head of equities CRISPIN MURRAY Government policy an increasing risk factor for investors Resource and energy companies at risk…
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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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What’s behind the RBA’s surprise decision to lift rates – and what’s next? Here’s a snapshot from Pendal’s head of cash strategies, Steve Campbell Why bonds, why now? 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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Here are the main factors driving the ASX this week according to portfolio manager Jim Taylor. Reported by portfolio specialist Chris Adams MOST eyes were on a generally positive US reporting…
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As ‘stewards of capital’ Pendal undertook 562 ESG engagements on behalf of investors in 2022. Here, CEO Richard Brandweiner explains why this is important Download Pendal’s Responsible Investment and Stewardship…
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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;…
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It’s been a busy time for fixed-interest investors. In this bumper edition, our head of government bond strategies TIM HEXT outlines his views on the latest inflation data, the RBA…