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Pendal has brought a very different global equities strategy to Australia. Here fund managers Chris Lees and Nudgem Richyal explain the Pendal Global Select Fund process Something very different in…
Chris Lees and Nudgem Richyal have spent almost 20 years building a differentiated global equities strategy. Here’s their story Something very different in global equities “Highly recommended” by Zenith (Sep…
Net zero is a megatrend that will define the business landscape for decades. Pendal analyst and co-portfolio manager Oliver Renton explains what it means for investors Net zero carbon emissions…
This week the RBA’s Dr Philip Lowe indicated the big jump in house prices wasn’t really his area of concern. Pendal’s Tim Hext explains what that means THE RESERVE Bank…
Chris Lees and long-time investing partner Nudgem Richyal have spent 17 years building a highly differentiated — yet highly successful — global equities investment strategy. Here they explain their process…
A new kind of bond offers features based on whether an issuer achieves sustainability goals by a deadline. Pendal Credit ESG Analyst Murray Ackman explains the pros and cons EVERY…
What can investors learn from major developed nations as they emerge from lockdowns? Here fund manager Clive Beagles gives his perspective from the UK BRITISH stocks are likely to outperform…
The headlines have focused on Beijing’s regulatory changes, but the bigger issue for investors may be China’s economic slowdown. Here’s more from James Syme, co-manager of Pendal’s Global Emerging Markets…
If the pick-up in capital spending among businesses continues, higher prices are much more likely to be here to stay, says Pendal’s head of global equities Ashley Pittard Capital spending…
Here are the main factors driving Australian equities this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams >> Crispin Murray’s four themes of ASX full-year…
