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Find out about Regnan Global Equity Impact Solutions Fund REGNAN portfolio manager Tim Crockford spends most of his time searching for companies with an innovative edge in solving the world’s biggest…
Here are the main factors driving the ASX this week according to portfolio manager Jim Taylor. Reported by portfolio specialist Chris Adams MOST eyes were on a generally positive US reporting…
As ‘stewards of capital’ Pendal undertook 562 ESG engagements on behalf of investors in 2022. Here, CEO Richard Brandweiner explains why this is important Download Pendal’s Responsible Investment and Stewardship…
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…
Here, Pendal’s head of global equities ASHLEY PITTARD makes the case for quality banks ahead of a likely US recession UBS, JP Morgan, Wells Fargo top picks US recession likely;…
It’s been a busy time for fixed-interest investors. In this bumper edition, our head of government bond strategies TIM HEXT outlines his views on the latest inflation data, the RBA…
It’s time to consider shifting to liquid alternative investments, says multi-asset expert ALAN POLLEY Higher rates a headwind for illiquid alternatives Look for diversifying liquid alternatives with inflation protection and…
Pendal’s JAMES SYME warns investors to take care before jumping into South Korea or Taiwan on the back of bullish semi-conductor export expectations Taiwan, South Korea exports historically weak Look…
Investors should look beyond the largest ASX companies to get exposure to the market’s fastest-growing industries, argues Pendal’s BRENTON SAUNDERS ASX midcaps offer exposure to fast-growing industries Watch a recent…
Pendal’s income and fixed interest team favours high-quality Australian assets likely to provide investors with a stable income and protection from the uncertainty ahead. Assistant portfolio ANNA HONG explains why…
