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After a decade of US mega-cap dominance, international diversification is making a comeback. CHRIS LEES sees new opportunities emerging NEW opportunities are emerging across geographies, sectors, and styles — particularly…
As the world undergoes a massive power shift, Pendal Global Select Fund co-manager CHRIS LEES explains how investors can benefit INVESTORS shouldn’t fear a shift towards an era of “multi-polarity”…
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 BUSINESSES are commercial opportunities spotted by…
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…
Investors should be ready for any scenario as Trump weaponises trade tariffs. But it would take a lot to disrupt the big China e-commerce stocks, argues Pendal’s SAMIR MEHTA HUMAN…
Despite a recent lull in the luxury segment, one iconic brand is making a comeback. Pendal’s SAMIR MEHTA outlines a fashionable investment opportunity IN THE film The Devil Wears Prada,…
In investing – just like in music – real success is found beyond the obvious. China’s Tencent Music is a great example, argues Pendal’s SAMIR MEHTA WHO is the Bob…
A new Trump Administration, mass restructuring of Japanese corporates, artificial intelligence and weight loss drugs are just some of the trends that will drive global equities in 2025, says Pendal’s…
How is a post-pandemic Thailand competing with regional rivals such as Indonesia, Taiwan, India and China? Portfolio manager SAMIR MEHTA visited to find out TO ESCAPE the constant hyperbole of…
In a new short video, Pendal Global Select portfolio manager CHRIS LEES outlines the themes driving his team’s investment decisions in 2024 THERE are ten major themes driving global equities…
