Blogs Archive | Page 133 of 145 | Pendal Group
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News

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India’s credit cycle challenges

We have long been positive on India, with a preference there for domestic cyclical stocks. We continue to see opportunities in the banking system, but recognise that a broad credit recovery may still be some way off.array(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

We have long been positive on India, with a preference there for domestic cyclical stocks. We continue to see opportunities in the banking system, but recognise that a broad credit recovery may still be some way off.

Global research trip notes – euro-zone emerges, flying high with Boeing and a look at pharma-bots

Ashley Pittard shares his thoughts on economic recovery in Europe, the earnings prospects for Boeing and the development of robotics technology in Europearray(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

Ashley Pittard shares his thoughts on economic recovery in Europe, the earnings prospects for Boeing and the development of robotics technology in Europe

Why is modern slavery relevant to ESG?

Complex offshoring arrangements by corporations have all too often resulted in unintended human costs. How deep is the problem and does it affect Australians? array(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

Complex offshoring arrangements by corporations have all too often resulted in unintended human costs. How deep is the problem and does it affect Australians?

Our current views on emerging markets

As we stand today there are clear and compelling opportunities in emerging markets. However, there are also countries facing stiff challenges and political malaise. The key is to be selective in what you own.array(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

As we stand today there are clear and compelling opportunities in emerging markets. However, there are also countries facing stiff challenges and political malaise. The key is to be selective in what you own.

Commercial Property: Taking stock at the shops

Pete Davidson discusses the factors beyond the online vs. bricks and mortar retailing paradigm that are impacting retailers and consequently, sector valuationsarray(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

Pete Davidson discusses the factors beyond the online vs. bricks and mortar retailing paradigm that are impacting retailers and consequently, sector valuations