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

Small caps: Emerging opportunities amid Middle East turbulence

April 9 2026

As the US-Iran stand-off continues gold isn t delivering the usual safe-haven comfort. Pendal investment analyst RACHEL FOLDER explains how to stay positioned for volatility Gold crowded Geopolitical volatility is creating opportunities Find out about the Pendal Smaller Companies Fund WITH gold positioning already stretched the evolving geopolitical backdrop is creating fresh opportunities beyond the crowded trade. Gold has increased from roughly 5 per cent of the S amp P...

What the Iran war means for Emerging Markets investors

April 7 2026

Energy importers are the main losers while some energy exporters and China remain resilient argues Pendal s Emerging Markets team Iran war shocks commodities EM inflation pressures intensify Energy importers lose exporters and China hold Find out about Pendal Global Emerging Markets Opportunities Fund THE Iran conflict represents an exceptional negative supply shock to global commodity markets with significant implications for emerging markets and developed economies. Crude oil is at...

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