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Some Chinese stocks are looking good value. But you need to think differently about value investing in emerging markets explains PAUL WIMBORNE Important catalysts to realise value are missing in…

What do this week’s Budget and inflation numbers — and next week’s likely 25-point rate rise — mean for investors? TIM HEXT explains in this fast podcast You can also…

As ESG interest grows, investors are becoming aware of the threat ‘greenwashing’. Here are some tips from Pendal senior risk and compliance manager Diana Zhou and investment analyst Elise McKay…

Here’s a quick take from Pendal Aussie equities portfolio manager BRENTON SAUNDERS CONFIRMATION of Xi Jinping’s third term as China’s leader last weekend wasn’t surprising, but the degree of his…

What does this week’s big inflation number mean for rates? Here’s a snapshot from Pendal’s head of cash strategies STEVE CAMPBELL WEDNESDAY’S 7.3 per cent headline inflation number was the…

Indonesia seems to have the right natural resource endowment and policy mix to prosper, argues Pendal’s JAMES SYME Indonesia looks promising for EM investors Strong demographics support confidence Find out…

Investor pessimism about a Continental recession seems overdone and European shares are starting to look good value, argues Pendal’s Paul Wild EU shares hit by war and energy crisis Value…

Declines in emerging market stocks offer the potential for strong gains once the US rate rise cycle peaks, argues Pendal’s JAMES SYME Long-term Emerging Markets story remains intact Look to…

Next year is when rate hikes fully kick in and the resilience of the real economy will be tested, writes Pendal’s head of government bonds TIM HEXT IT’S been an…

Can natural gas investors rely on green hydrogen to reduce the risk of stranded assets? Pendal’s MURRAY ACKMAN explains Understanding stranded asset risk is critical for long-term investors Hydrogen touted…