Fund Manager Commentary – August 2019
Fund Manager commentary for the month ended 31 August 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Access the monthly commentary here.
Related Articles
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Oliver Renton: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week nbsp according to investment analyst OLIVER RENTON. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share...Read more -
ASX small caps: Where we see opportunity in data centre and consumer stocks
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 Resilient small caps can outperform market...Read more -
Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week nbsp according to Pendal's head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams Find out about Pendal Focus...Read more -
Brenton Saunders on the AI-driven ASX midcap opportunity taking shape
AI is creating a new wave of investment opportunities on the ASX beyond the obvious winners. Pendal MidCap Fund portfolio manager BRENTON SAUNDERS highlights the niche midcap companies benefitting from...Read more -
Jack Gabb: What’s driving the ASX this week
Here are the main factors driving Australian equities this week nbsp according to investment analyst JACK GABB. Reported by head investment specialist Chris Adams Find out about Pendal Focus Australian...Read more -
Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week nbsp according to Pendal's head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams Find out about Pendal Focus...Read more -
Brenton Saunders: What’s driving Aussie equities this week
Here are the main factors driving Australian equities this week nbsp according to portfolio manager BRENTON SAUNDERS. Reported by head investment specialist Chris Adams Find out about Pendal MidCap Fund...Read more -
Jim Taylor: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week nbsp according to Pendal portfolio manager JIM TAYLOR. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian...Read more -
Julia Forrest: What property investors should know about the CGT reset
The Federal Budget s proposed changes would reduce the after-tax appeal of investing in established residential property argues Pendal s JULIA FORREST. CGT discount replaced indexation plus 30 per cent...Read more