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Core Australian equities strategies from one of the country’s biggest
and most experienced investment teams
and most experienced investment teams
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The Australian Equities team manages a range of funds in this core style, including:
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The latest news and insights from Crispin Murray and the Australian equities team.
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Big opportunities in small companies
In our latest on-demand webinar, learn about the opportunity set in ASX-listed small caps.
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Latest articles
Jack Gabb: What’s driving Aussie equities this week?
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Jack Gabb: What’s driving Aussie equities this week?
The US is more than two-thirds of the way through Q2 earnings season and the results are so far largely positive.
Some 80 per cent of companies have reported a positive EPS surprise, while yearly earnings growth is averaging more than 10 per cent.
“But while the AI narrative appears on firm footing, consumer and tariff-exposed sectors appear more fragile,” writes Pendal equities analyst Jack Gabb.
For example, last week Microsoft and Meta beat expectations while UPS withdrew full-year guidance, United Health continued to struggle with rising costs and Southwest Airlines lowered profit guidance.
“A two-tier market appears likely to persist for some time,” predicts Jack.
Inflation remains the main obstacle to a September rate cut, with two US CPI prints due before the next Federal Reserve meeting in mid-September.
US investors have largely shrugged off Trumps latest tariff measures. But with worsening jobs data and signs of a spending slowdown, the potential impact of tariffs cannot be ignored.
What’s driving ASX stocks this week?
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What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week, according to Pendal portfolio manager PETE DAVIDSON. Reported by investment specialist Chris Adams.
Our Australian equities investment professionals
Crispin Murray
Head of Equity Strategies
Brenton Saunders
Portfolio Manager
Lewis Edgley
Portfolio Manager
Patrick Teodorowski
Portfolio Manager
Rajinder Singh
Portfolio Manager
Jim Taylor
Portfolio Manager
Elise McKay
Analyst and Portfolio Manager
Anthony Moran
Analyst and Portfolio Manager
Peter Davidson
Head of Listed Property
Julia Forrest
Portfolio Manager
Chris Adams
Head Investment Specialist
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