Pendal Group

Equities

The next game of equity investment in a post-Covid world

Cricket fans may recognise the analogy of equity investing as changing from a “fast bowler’s dream to a drawn-out spinner’s pitch” as the complexities of a post Covid world dominate strategies, says Pendal’s Crispin Murray.

Meredith BoothMay 5, 2021

Alternatives

Cryptocurrencies offer ‘significant’ positives as a defensive asset: Pendal’s Gor

Institutions look to cryptos as bonds lose their effectiveness as part of a defensive strategy, Pendal Group's Vimal Gor explains.

Meredith BoothApril 6, 2021

Investment strategy

Should industry funds save the planet?

With Australian industry funds overseeing almost $1 trillion collectively, local assets owners like Cbus are questioning whether they should be required to invest more sustainably.

Sarah JonesDecember 3, 2019

Equities Summit

Equity managers confounded by bearish bull market

Fund managers are wrestling with the equity market that should be 20 per cent lower.

Sarah JonesOctober 31, 2019

Pendal Group's Michael Blayney (Photo: Matt Fatches)

Hedge Funds

Total-portfolio works best when it’s the real thing

Total-portfolio strategies can provide a more clear view of how assets interact within a fund – provided managers adhere to mandates .

Rachel AlembakisJanuary 2, 2019

Absolute Returns Conference

What clients – and investors – want in a tail hedge

Funds face a difficult decision in determining how to pursue the kind of reliable diversification members want in tough markets.

Rachel AlembakisOctober 8, 2018

Equities Summit

FAANGs no longer the ‘good guys’

Political shifts in the US and regulatory changes in Europe have made the US tech sector’s giants less of a sure bet.

Rachel AlembakisSeptember 19, 2018

Featured Homepage Posts

Bonds won’t counter equity risk forever, expert argues

The practice of using fixed income as a sharemarket hedge won’t necessarily work forever, a portfolio manager suggested during a panel.

Ben HurleyJuly 31, 2018