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Despite strong semiconductor exports and a large current account surplus, the Korean won remains near multi‑decade lows due to capital outflows, creating a disconnect that may present medium‑term value, according to Pendal’s EMERGING MARKETS team
A busy week of inflation and jobs data offered some relief at the headline level, but sticky housing costs and a resilient labour market mean the Reserve Bank is unlikely to shift its cautious stance just yet. Pendal head of government bond strategies TIM HEXT explains
Looking beyond the headlines, selective small-cap exposure can still uncover quality businesses. DAMIEN DIAMANT explains where the Pendal small caps team is finding opportunities
The Federal Budget’s proposed changes would reduce the after-tax appeal of investing in established residential property, argues Pendal’s JULIA FORREST
The common belief is that if investors want to gain exposure to the AI thematic they have to look offshore, but Pendal’s ELISE MCKAY debunks this myth in her latest podcast interview.
June 29, 2026
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