FAST PODCAST: The role bonds will play in portfolios in 2022
Bond yields should rise slightly higher next year and will continue to be a strong defensive asset says Pendal’s TIM HEXT in this fast podcast An excerpt from this podcast…
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Short-term cycles are a hallmark of Covid
One of 2021’s takeaways is that Covid is cyclical, says Pendal’s JAMES SYME. That means investors should be on the look-out for opportunities among over-sold reopening stocks Sell-off in the…
FAST PODCAST: What it means for investors if China accepts slower growth
CHINA’S property-led economic slowdown shows no sign of ending. In this week’s The Point podcast, Pendal portfolio manager Amy Xie Patrick explains what that means for Australian investors: An excerpt from…
How inflation and rates expectations are affecting Emerging Markets
A monthly insight from James Syme and Paul Wimborne, managers of Pendal’s Global Emerging Markets Opportunities Fund WE have seen high inflation prints across the world in recent months. Meanwhile,…
Emerging markets: The factors that will determine if India is a long-term success story
Micro-economic reforms have driven success in India, but other factors will determine if this is a long-term success story for investors. PAUL WIMBORNE explains India’s micro-reforms are powering growth “The kind…
VIDEO: Emerging markets stocks well-placed to ride out inflation risk
A country-by-country approach to asset allocation is the best approach for Emerging Markets investors right now as inflation risks play out, says Pendal’s James Syme. Watch a short video interview…
Emerging Markets: India and South Africa look better than China right now
Trouble in China is obscuring strong performances in other emerging markets, demonstrating the importance of a country-by-country approach in this asset class, says James Syme India, Mexico and South Africa…
What’s next for investors as China’s Evergrande staves off default
Even with the promise of meeting bond interest payments, the risk of contagion from Evergrande has increased as investors rotate away from equities and high yield credit. Pendal’s Oliver Ge…
Emerging markets: where to look as China slows down
What impact will China’s economic slowdown have on Emerging Markets investors? And what are the alternatives? Here’s a quick overview from Pendal’s James Syme and Paul Wimborne THERE has been…
China is slowing. Here’s what it means for emerging markets investors
The headlines have focused on Beijing’s regulatory changes, but the bigger issue for investors may be China’s economic slowdown. Here’s more from James Syme, co-manager of Pendal’s Global Emerging Markets…