Author Archive for: Pendal

Entries by Pendal


Why smart emerging markets investors are watching domestic demand

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 […]

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