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

Crispin Murray: Equities can continue grinding higher if these risks remain contained

September 17 2025

Historically high valuations don't mean markets cannot keep going up. CRISPIN MURRAY explains what s driving markets and the risks to watch for Large parts of US market not excessively over-valued Potential risks stagflation retail slowdown fading AI theme Find out about Pendal Focus Australian Share fund Watch Crispin Murray s new Beyond The Numbers bi-annual ASX outlook EQUITY markets are trading at historical highs but can continue grinding higher...

Equity markets haven’t yet noticed a narrowing risk gap between developed and emerging markets

September 17 2025

Bond markets are reflecting a narrowing gap between developed and emerging market fundamentals. That could mean opportunity argues Pendal s Global Emerging Markets Opportunities team Historically narrow gap between emerging and developed market fundamentals Bond markets are paying attention Find out about nbsp Pendal Global Emerging Markets Opportunities fund EMERGING markets are thought of as the riskier end of the equity asset class. This risk is perceived to come from...

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