We’re in an average recessionary market, but that doesn’t mean there aren’t opportunities, argues Pendal’s CHRIS LEES in this fast podcast. “If you don't think there's a banking crisis coming, then it's actually time to gently start buying again, and that's what we're doing," says Chris. “We think that we're in a normal recessionary bear market. We're not going into, we think, a global banking crisis market. “Therefore equity markets around the world are probably in a double-bottoming process. “So there are opportunities now for us to start adding into our funds for our clients.” Chris co-manages pend.al/globalselect with Nudgem Richyal. The pair have been working together in global equities investing for more than 20 years. Pend.al/globalselect is a global equities portfolio with a distinctive, yet proven approach. See omnystudio.com/listener for privacy information.

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