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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”…
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…
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…
Get set for a 2024 that flips the script on the story of 2023, with the end of big tech outperformance and a resurgent Japanese yen. CHRISTOPHER LEES explains The…
It’s back to the future for investors with 2023 looking like a “normal financial crisis”, says Chris Lees, co-manager of Pendal Global Select Fund Opportunities in technology and consumer staples…
Most equity markets are in a drawn-out, bottoming process and patience will be required as we wait for the dips, says Pendal’s CHRIS LEES MOST equity markets are in a…
An equity markets rally is more likely to be led by quality growth stocks than cyclical value stocks, argues Pendal’s CHRIS LEES Pendal’s Chris Lees is 50% bullish and 50%…
We’re in an average recessionary market, but that doesn’t mean there aren’t opportunities, argues Pendal’s CHRIS LEES in this fast podcast You can also listen to this podcast on Apple…
It’s accepted wisdom that inflation will be at the heart of investment strategies over the next decade. But Pendal’s NUDGEM RICHYAL believes that’s wrong. Here he explains why Demographics will…
When looking for good companies to invest in, remember that the medium term is an aggregation of many short terms, says Pendal’s PAUL WILD. Here are some tips for finding…
