Investment Strategy Search

We actively manage investments in Australian and international equities, Australian and international fixed interest, listed property and alternatives.

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Our Team

  • Crispin MurrayHead of Equities
  • Michael O’DeaHead of Multi Asset
  • Russell TurnerPortfolio Manager
  • Laurice ConsidineHead of Strategic Accounts & Asset Consulting
  • Jeremy DeanHead of Regnan and Responsible Investment Distribution
  • Giovanni RetturaKey Account Manager, Strategic Accounts & HNW
  • Katie MotionAccount Associate
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Market Insights

Emerging Markets: Iran conflict rewrites the outlook for Asian emerging markets

May 12 2026

In this article Pendal s EM team explains why they re avoiding the most exposed energy importers and favouring markets with strong external positions Strait of Hormuz closure is an intensifying macro shock for Asia Reinforces underweight positioning in energy importing Asian markets Learn more about Pendal Global Emerging Markets Opportunities Fund THE Iran conflict represents an exceptional negative supply shock with severe implications for some emerging markets and conditions...

Crispin Murray: What’s driving Aussie equities this week

May 11 2026

Here are the main factors driving the ASX this week nbsp according to Pendal's head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share fund GLOBAL equity markets continue to rise led by those with the most semiconductor exposure e.g. US Korea Taiwan driven in turn by upgrades to AI capex and supply shortages. The S amp P 500 gained 2.4 and...

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