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The Point
Quick, actionable insights for investors
Nov 27
Why is inflation spiking? | Insights into equities rotation | Rising interest in green bonds | Where to for rates?
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Latest updates from our fund managers
Australian Equities
Pendal: The sectors shaping the 2026 investment landscape
December 10, 2025
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Income and Fixed Interest
Murray Ackman: How a desire for change is driving interest in green bonds
November 26, 2025
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Emerging Markets
Emerging markets: Look past commodity exports to countries with strong domestic demand
July 26, 2023
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These podcasts are for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. They have been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on the information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. The information is not to be regarded as a securities recommendation.
The information in these podcasts may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this presentation is complete and correct, to the maximum extent permitted by law neither Pendal nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information.
Any projections contained in these podcasts are predictive and should not be relied upon when making an investment decision or recommendation. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections.
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For more information, please call Customer Relations on 1300 346 821 8.00am to 6:00pm (Sydney time) or visit our website www.pendalgroup.com
Dec 12
Winners in a Trump world | Tune into Tencent for a hidden gem | Rates, China, Trump: the trends shaping 2025 | Learnings from the 2024 election year
Samir Mehta: Tune in to Tencent Music if you’re looking for a hidden gem
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Samir Mehta: Tune in to Tencent Music if you’re looking for a hidden gem
WHO is the Bob Dylan of music streaming?
That’s the question Pendal’s Samir Mehta posed at the Sohn Hearts & Minds Conference in Adelaide last month.
For most, the answer is obvious: Sweden’s Spotify has revolutionised the way we consume music, dominating developed markets and setting the benchmark for subscription-based streaming.
But in investing – just like in music – real success is found beyond the obvious.
For every Bob Dylan – whose sandpaper voice and sermon-like lyrics changed the face of music worldwide – there’s a Sixto Rodriguez: overlooked by mainstream audiences until an Oscar-winning documentary, Searching For Sugar Man, revealed he had been quietly building a cult following in small but devoted markets.
“Spotify has done a brilliant job in developed markets, but there’s lots of other markets that still have potential,” says Mehta, who manages the Pendal Asian Share Fund.
“What we need to do is search for the Sugar Man of streaming.”
“Music follows exactly the same trends across the world – and the Sixto Rodriguez of streaming is China’s Tencent Music Entertainment.”
Nov 28
Managing portfolios in a Trump era | How the gender pay gap affects investors | China’s property sector improves | How to reduce the impact of inflation
Emerging markets: What we learned from one of the biggest election years ever
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Emerging markets: What we learned from one of the biggest election years ever
If it feels like a hectic year for emerging markets investors, you’d be right.
So far 66 national elections have taken place around the world in 2024, according to the International Institute for Democracy and Electoral Assistance – an intergovernmental organisation that supports democracy.
And another eight or so are still scheduled before the new year.
In a new webinar, Pendal EM fund manager Ada Chan discusses major trends emerging from these polls, along with other issues.
EM Investors can expect more certainty in 2026, she says.
“We will have to wait and see the details on many Trump Administration policies … and implementation is key from the US.”
Investors in China should focus on domestic industries, rather than manufacturing exporters, as we wait to see if Trump carries through on this week’s tariff threats.
There are also actionable lessons to be drawn from elections in Indonesia, Mexico and India, Ada says.
She explains more in the webinar
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