FAST PODCAST: How to approach Aussie equities in 2022 with Crispin Murray | Pendal Group
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FAST PODCAST: How to approach Aussie equities in 2022 with Crispin Murray

What are the 2021 lessons that will help guide Aussie equities investors in 2022? Pendal’s head of equities CRISPIN MURRAY explains in this fast podcast

You can also listen to this podcast on Apple or Spotify

An excerpt from this podcast

“I think the more speculative end of the market could be challenged this year (2022), if we don’t see inflation falling away quickly.

“That leaves you focusing your portfolio again on these stocks that we think are more predictable in terms of their earnings. They have a business model that can generate free cash flow, are able to return a lot of capital to shareholders.

“That is the area we think is good protection in this probably more uncertain policy environment.

“Telstra is a good example of this. This is a telecom industry where there has been historically quite low returns in Australia, but you’re now getting a much more disciplined market structure.

“No one’s been making enough money. There’s quite a lot of debt in some of the other companies.

“And so you’re seeing more discipline, better pricing, higher returns. That’s translating into much higher cash flow and it’s a company that’s able to return a lot of that to shareholders.”

Listen to the podcast for more examples


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Pendal Focus Australian Share Fund

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About Crispin Murray and Pendal Focus Australian Share Fund

Crispin Murray is Pendal’s Head of Equities. He has more than 27 years of investment experience and leads one of the largest equities teams in Australia. Crispin’s Pendal Focus Australian Share Fund has beaten the benchmark in 12 years of its 16-year history (after fees), across a range of market conditions.

Pendal is an independent, global investment management business focused on delivering superior investment returns for our clients through active management. 

Find out more about Pendal Focus Australian Share Fund  

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This information has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and is current as at December 20, 2021.

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