You’re invited to join Pendal’s award-winning property investment portfolio managers Pete Davidson and Julia Forrest for our July adviser briefing webinar.

ESG is emerging as a secular theme alongside digitisation, demographics, debt levels, and productivity — and investors must think deeply about incorporating these factors into strategic and active asset allocation decisions.

Pendal’s head of equities Crispin Murray and his team have identified opportunities in companies that were materially impacted in the short term, but had strong businesses with good management teams. The presentation includes key lessons learned from half-yearly results.

Join Pendal’s head of equities Crispin Murray where he will share his outlook for Australian equities based on hundreds of conversations with ASX CEOs and execs. You’ll learn how Crispin has tackled the challenge of investing through a pandemic.

Armed with the most recent insights from this reporting season, Crispin will detail where we see the best industry and company-level opportunities. Crispin will also outline how he is positioning his portfolio to navigate macro and thematic risks.