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Crispin Murray’s weekly Australian equities snapshot

Pendal's Head of Equities, Crispin Murray

Here is Crispin Murray's weekly insight into Australian equities reported by portfolio specialist Chris Adams. Crispin is Pendal's Head of Equities. LAST WEEK'S 4.7 gain in the ASX 300 reflected a more positive mood.On one hand there are signs the pace of COVID-19 case growth is decelerating globally. On the other we continue to see a meaningful policy response to help economies cope.Australia is doing...

Crispin Murray: how to judge who’s best placed for the recovery

Pendal's Head of Equities, Crispin Murray

Pendal head of equities Crispin Murray presents a COVID-19 market update and shares how he's assessing which companies will emerge in a strong position after the recovery.Watch this short video recorded at Crispin's home office or read the transcript below. TRANSCRIPTHello everyone it's Crispin from Pendal Group with an update on our thoughts on the market.We've been speaking about this being a phase of maximum...

Crispin Murray on COVID-19: what we know and what’s next

Here Pendal head of equities Crispin Murray presents a weekly COVID-19 outlook for investors. Reported by portfolio specialist Chris Adams.THE Australian equity market ended last week up very slightly 0.6 but took a wild path to get there.We suspect this saw tooth pattern of anxiety and relief is likely to persist for a few weeks.However we have noticed the market has moved from the indiscriminate...

Michael Blayney: How investors can emerge from COVID-19 better, stronger

Looking to the future

THE world rightly remains focused on reducing the awful human toll of the COVID-19 outbreak.But as investors we know the crisis will pass. We also know our decisions in this type of environment are critical.In every crisis there are opportunities. But sorting genuinely good value from assets that have simply fallen in price is the key.The equity market falls in recent weeks extreme volatility in...

Pendal Group update on the Coronavirus (COVID-19) pandemic

As the COVID-19 pandemic continues to impact the global community I would like to update you on the proactive measures and precautions we have taken to ensure the health and safety of our employees while maintaining our ability to service our clients and manage our business.Like the majority of businesses our staff are now working from home and will do so until further notice. JOHCM...

Beyond the volatility: COVID-19 and ESG

THE spread of COVID-19 is exacting a great humanitarian and economic toll across the globe.At times of heightened uncertainty there is an even greater need for patient active and transparent investment management to help clients navigate this challenging situation.A key component of this investment process is stewardship in particular engagement with investee companies.An active engagement program is an important way to identify investment opportunities as...

COVID-19 investor wrap: likely outcomes and market insights

Pendal portfolio specialist Chris Adams presents a wrap of COVID-19 market observations likely scenarios and portfolio positioning insights from the Pendal team WE ARE now seeing the market price in economic disruption caused by government efforts to contain the coronavirus spread and flatten the curve .We ve seen from China South Korea and Singapore that economic lockdowns can be successful in limiting the increase in...