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China’s shift to a large current-account surplus has significant implications for investors. Pendal’s Global Emerging Markets Opportunities team explains the challenges and opportunities HERE in Pendal’s emerging markets team we…
US dollar weakness and domestic demand may drive an uptick in emerging markets. Pendal senior fund manager PAUL WIMBORNE dispels some of the myths and highlights the opportunities PENDAL’s Global…
What do weak growth and strong market returns in China mean for investors? Here’s an explanation from Pendal’s Global Emerging Markets Opportunities team THE relationship between economic growth and equity…
Bond markets are reflecting a narrowing gap between developed and emerging market fundamentals. That could mean opportunity, argues Pendal’s Global Emerging Markets Opportunities team EMERGING markets are thought of as…
A softer US dollar is setting up a turning point for emerging markets – but not all countries will benefit equally. Pendal’s Global Emerging Markets Opportunities team explains A WEAKER…
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…
