James Syme, Portfolio Manager, Pendal Global Emerging Markets Opportunities Fund After five tough years, we think the combination of a more benign US monetary outlook and some extremely compelling valuations makes for some powerful opportunities in the emerging market (EM) domestic demand space. We see domestic demand — the sum of household, government and business […]
What are the real underlying structural forces bewildering the RBA? Is cash the king once again? Find out more about these and other interesting topics in Pendal’s latest review of fixed interest markets. To access the insights, please click here.
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