Pendal

Pendal Pendal is an independent, global investment management business focused on delivering superior invest

Pendal manages A$135.7 billion in FUM (at Dec 31, 2021) through J O Hambro UK, Europe & Asia; JOHCM USA; TSW; Pendal Australia and Regnan. Pendal operates a multi-boutique style business across a global marketplace through a meritocratic investment-led culture. Its experienced, long-tenured fund managers have the autonomy to offer a broad range of investment strategies with high conviction based o

n an investment philosophy that fosters success from a diversity of insights and investment approaches. Listed on the ASX since 2007 (ASX:PDL), the company has offices in Sydney, Melbourne, London, Prague, Singapore, New York, Boston and Berwyn.

Here's quick overview of the global factors driving the ASX this week, according to our head of equities Crispin Murray.
06/05/2024

Here's quick overview of the global factors driving the ASX this week, according to our head of equities Crispin Murray.

The main factors driving the ASX, according to Crispin Murray and Pendal's Australian equities team.

The latest Aussie jobs data reflects continued bumpiness for inflation's last mile. But volatility provides fertile grou...
18/04/2024

The latest Aussie jobs data reflects continued bumpiness for inflation's last mile. But volatility provides fertile ground for opportunistic trades, argues Anna Hong, Pendal's deputy portfolio manager, insurance and rates.

At current valuations, we believe fixed-income investors should be positioning now for lower rates later this year.

Consumer inflation accelerated in the US this week, while wholesale price rises were more moderate. Here Pendal’s head o...
12/04/2024

Consumer inflation accelerated in the US this week, while wholesale price rises were more moderate. Here Pendal’s head of government bonds Tim Hext explains what it means for investors.

The latest GDP figures show Australia avoided a no-growth scenario in 2023. Pendal's head of government bond strategies TIM HEXT explains what this means for the market

Economic conditions are holding up just fine, according to a slew of US data. Here is our latest weekly ASX outlook, fro...
08/04/2024

Economic conditions are holding up just fine, according to a slew of US data. Here is our latest weekly ASX outlook, from equities analyst Elise McKay.

Here are the main factors driving the ASX this week according to Aussie equities analyst ELISE MCKAY. Reported by portfolio specialist Chris Adams A NUMBER of new data points show the...

While the US-based ‘Magnificent Seven’ takes the spotlight, Pendal's Elise McKay reveals which ASX-listed companies are ...
12/03/2024

While the US-based ‘Magnificent Seven’ takes the spotlight, Pendal's Elise McKay reveals which ASX-listed companies are also leveraging AI technology - check out her latest article.

https://pend.al/3wGAb10





While the US-based ‘Magnificent Seven’ takes the spotlight, several ASX-listed companies are leveraging of AI technology, reports Pendal analyst ELISE McKAY

There are no Asian equivalents of the AI-driven ‘Magnificent Seven’ US tech stocks. But according to Samir Mehta, there ...
10/03/2024

There are no Asian equivalents of the AI-driven ‘Magnificent Seven’ US tech stocks. But according to Samir Mehta, there are AI opportunities in Taiwan if you know what to look for.

https://pend.al/3IxvskJ





There are no Asian equivalents of the AI-driven ‘Magnificent Seven’ US tech stocks. But there are AI opportunities in Taiwan if you know what to look for. J O Hambro’s SAMIR MEHTA explains

How do you manage portfolios in times of turmoil? Michael Blayney, head of multi-asset, shares his thoughts - from prepa...
07/03/2024

How do you manage portfolios in times of turmoil? Michael Blayney, head of multi-asset, shares his thoughts - from preparing ahead of time, to understanding asset exposure, and considering some home bias in one's portfolio.

https://pend.al/3V7PNER





Beyond the human tragedy in many parts of the world, investors must be ready to manage assets differently in times of geopolitical uncertainty. Here are some tips from Pendal’s multi-asset chief…

Here's a snapshot of the global and local factors driving the   this week, according to our head of equities Crispin Mur...
12/02/2024

Here's a snapshot of the global and local factors driving the this week, according to our head of equities Crispin Murray.

What's driving stocks this week?

The latest quarterly CPI data shows inflation is on the right path. But there’s still more work to do, writes Pendal’s h...
31/01/2024

The latest quarterly CPI data shows inflation is on the right path. But there’s still more work to do, writes Pendal’s head of government bond strategies, Tim Hext.

The latest quarterly CPI data shows inflation is on the right path. But there’s still more work to do, writes Pendal’s head of government bond strategies, TIM HEXT Inflation on...

Where are we on inflation at the start of 2024? And how is Pendal’s income and fixed interest team positioned? Here’s a ...
17/01/2024

Where are we on inflation at the start of 2024? And how is Pendal’s income and fixed interest team positioned? Here’s a snapshot from our head of government bond strategies Tim Hext.

Where are we on inflation at the start of 2024? And how is Pendal’s team positioned? Here’s a quick overview from our head of government bond strategies TIM HEXT WELCOME...

Emerging markets investors will need to monitor the fallout from dozens of national elections this year, including Taiwa...
15/01/2024

Emerging markets investors will need to monitor the fallout from dozens of national elections this year, including Taiwan, India, Indonesia, South Africa, Mexico and the US. Here's a cheat sheet from Pendal's EM team.

https://pend.al/48pk9GN

The US election will take the spotlight, but EM investors need to keep tabs on dozens of other national polls in 2024.

Address

Level 14, The Chifley Tower, 2 Chifley Square
Sydney, NSW
2000

Alerts

Be the first to know and let us send you an email when Pendal posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Pendal:

Share