Fund Manager Commentary – May 2019
Fund Manager commentary for the month ended 31 May 2019 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Access the monthly commentary here.
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Julia Forrest: What’s driving renewed optimism for REITs
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Elise McKay: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week nbsp according to analyst and portfolio manager ELISE MCKAY. Reported by portfolio specialist Jonathan Choong Find out about Pendal Focus...Read more -
Small caps: How early research can uncover opportunities before the market
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Peter Davidson: What’s driving Aussie equities this week
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Rajinder Singh: What’s driving Aussie equities this week
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Oliver Renton: What’s driving Aussie equities this week
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ASX small caps: Where we see opportunity in data centre and consumer stocks
Looking beyond the headlines selective small-cap exposure can still uncover quality businesses. DAMIEN DIAMANT explains where the Pendal small caps team is finding opportunities Resilient small caps can outperform market...Read more -
Crispin Murray: What’s driving Aussie equities this week
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Brenton Saunders on the AI-driven ASX midcap opportunity taking shape
AI is creating a new wave of investment opportunities on the ASX beyond the obvious winners. Pendal MidCap Fund portfolio manager BRENTON SAUNDERS highlights the niche midcap companies benefitting from...Read more