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A monthly insight from James Syme and Paul Wimborne (pictured), managers of Pendal’s Global Emerging Markets Opportunities Fund Five important global macro indicators to monitor when assessing risk and opportunity in…
Tech and education crackdown sends Chinese shares falling China government aims to ease cost of living pressures Questions over risk-reward balance for investors CHINESE regulators this week outlined reforms that…
A monthly insight from James Syme and Paul Wimborne (pictured), managers of Pendal’s Global Emerging Markets Opportunities Fund There are three broad drivers of the recent commodity boom: a natural demand…
This month’s Emerging Markets Spotlight demonstrates why we believe country-specific factors are critical when assessing EM investments. James Syme and Paul Wimborne (pictured), managers of Pendal’s Global Emerging Markets Opportunities…
Spotlight on Emerging Markets: A monthly update from James Syme and Paul Wimborne (pictured), managers of Pendal’s Global Emerging Markets Opportunities Fund Indian equities outperformed the broader MSCI Emerging Markets…
Brazil may be attracting negative headlines, but 2021 looks set to be a period where the cyclical opportunity is strong. Here James Syme and Paul Wimborne (pictured) — managers…
Pendal has today launched our first Responsible Investment and Stewardship Annual Report for Australia. Here Pendal Australia’s chief executive Richard Brandweiner (pictured) explains what it means Download Pendal’s…
Which emerging markets have the fiscal firepower and structural advantages to benefit from the next phase of the global recovery? James Syme (pictured), co-manager of Pendal’s Global Emerging Markets…
India has experienced a powerful demand recovery in recent months while Brazil, Mexico and South Africa have been more mixed. Here James Syme and Paul Wimborne (pictured above) —…
Our Emerging Markets fund managers have reduced weight in China after spotting challenges to Chinese equities — and some highly attractive opportunities in other markets. Here James Syme and Paul…
