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Despite ongoing tariff uncertainty, Pendal’s Global Emerging Markets Opportunities team remains positive on the outlook for Brazil IN EARLY August the US imposed sweeping new tariffs on dozens of countries….
Despite a period of strong performance, Pendal’s emerging markets team remains cautious on the outlook for Korea STOCK market volatility is driven by a complex mix of formal structures –…
Emerging markets seem to be entering an extended period of rate-cutting, which should support their economies and equity markets. Pendal EM portfolio manager JAMES SYME explains Uncertainty remains high in…
Although evolving tariff policies threaten a trade downturn, investor uncertainty about US economic policies is a positive for emerging economies, argues Pendal’s emerging markets team VOLATILITY in global financial markets…
US tariffs will affect different emerging markets in different ways and investors must understand where each country sits on a spectrum of geo-economic risk. Pendal’s emerging markets team explains IN…
Are global equities on the cusp of a structural change? Pendal’s SAMIR MEHTA explores the fundamentals driving bull and bear markets in the East China undergoing “serious” consolidation BYD and…
The Trump administration is having a major impact on the emerging markets asset class. Here, Pendal’s Global Emerging Markets Opportunities team outline the latest trends IT’S been four months since…
The Philippines is on a growth trajectory, but looming deficits raise concerns about its sustainability. Pendal’s Emerging Markets team explains why it has zero-weighted the region INVESTORS who follow Pendal’s…
Local investors appear to be driving renewed interest in China stocks, argues Pendal’s SAMIR MEHTA WHEN asked about President Trump’s first few weeks in office, David Axelrod – former adviser…
Pendal’s emerging markets team explores the latest developments in India and explains why the team remains underweight in the region MOST emerging markets — particularly those with weaker export bases…
