PENDAL News & Analysis

Morningstar's Shaun Ler explains why Perpetual is undervalued following the takeover of Pendal. 

Morningstar equity analyst Shaun Ler discusses Perpetual's acquisition of Pendal.

A deep dive into the holdings of gold-rated funds.

Albanese stumbles at the opening gate and team transitory catches a break.

The board is likely to knock back or negotiate the “opportunistic” offer.

Analysts believe the asset manager sell-off overlooks some of the attractive traits of businesses like Magellan, Platinum and Pendal. 

Government bonds present tricky questions for fund managers to address when applying ESG principles.

The momentum of sustainable fund launches has lifted significantly since 2015.

We used the Morningstar fund screener to identify active managers who outpaced the index and their peers.

Shareholders should brace for meaningful falls, but the pain will be short-lived, says Ausbil.