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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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Pendal: The sectors shaping the 2026 investment landscape
As 2025 wraps up, Pendal portfolio managers outline the trends set to shape 2026 – including AI, resources and a wave of corporate deals. Here’s what to watch as the new year dawns.
Brenton Saunders: Why the lithium tide is set to turn in 2026
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Emerging Markets: How to play China’s move to a current-account surplus
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Emerging Markets: How to play China’s move to a current-account surplus
US dollar weakness and domestic demand may drive an uptick in emerging markets. Pendal’s Emerging Markets Equities senior fund manager Paul Wimborne dispels some of the myths and highlights the opportunities.
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- 2026 may see continuing weakness in the US dollar
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- Tailwinds favour countries like Brazil, Mexico and South Africa
Tim Hext: Why 2026 could favour bond investors
Play podcastTim Hext: Why 2026 could favour bond investors
As tariff news has died down, markets have come flying back in the last few months.
“But we do have a world now where the US tariff rate on average is around 18%,” observes Pendal’s head of government bond strategies, Tim Hext.
“That is not a world we have seen for almost 100 years, not since World War II.”
But it’s an environment made for active investors, says Tim in this new short podcast.
It can take years to understand the full impact of trade tariffs, yet markets tend to be very short-term focused, he says.
“That does present a lot of opportunities for an active manager,” says Tim.
“It gives does give us plenty of good opportunities to add value in active portfolios, and that’s what we’re doing at the moment.”
Latest updates from our fund managers
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.
Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance.
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
Pendal profile: Meet our small-cap portfolio managers Lewis Edgley and Patrick Teodorowski
So far in 2025, the ASX Small Ordinaries Index has outperformed the ASX 200.
That dosen’t surprise Pendal’s small-cap PMs Lewis Edgley and Patrick Teodorowski, who expect smalls to bounce back as rates fall.
“We’ve seen in previous cycles when rates have started to be cut, that it tends to act as a positive catalyst for small caps,” says Patrick in a new Pendal video.
Patrick points to three diversification factors that experienced small-cap managers can use to their advantage:
1. The “sheer number of investable opportunities”, through which the team searches for mispriced opportunities
2. Wide sectoral breadth, which offers “money-making opportunities regardless of what the economy is doing”
3. And diversity of quality, which demands expertise and experience in finding the best businesses and avoiding the bad ones.
Watch the video here
Emerging markets: Why Korea requires caution despite strong recent performance
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Emerging markets: Why Korea requires caution despite strong recent performance
“We are now in a global environment that looks like a broad bull market in emerging market assets,” writes Pendal’s EM team in its latest monthly article.
However, investors still need to be picky at the country level, the team argues. Korea is an example.
“Historically in these environments, individual emerging markets often experience violent short-term, up-and-down moves as part of a trend of the broader asset class moving higher.
“That’s definitely what it looks like in Korea.
“The second quarter saw MSCI Korea rise 32.7% in USD terms, with the Korean Won’s 8.9% move up against the US Dollar contributing significantly.”
But the stronger Won is a drag on exporters – the backbone of the Korean economy. Meanwhile, first-quarter GDP growth was stagnant and local politics remains unpredictable.
While Pendal’s EM team holds some of the best-performing Korean stocks, overall, it sees more opportunity in Brazil, Mexico and South Africa.
Find out more here
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