The forces that will drive Aussie equities in 2023
A wide array of forces combined in unusual ways last year to shape the opportunity set for Aussie equity investors.
This year will be similar. Success will depend on understanding which forces will persist, which will emerge — and which companies are best placed to prosper.
Pendal’s head of equities Crispin Murray and his 19-strong team continually meet with Australian CEOs and executives to assess these questions.
Register to hear Crispin cover:
- How inflation, rates and wages will affect Aussie investors
- The impact of China’s fast-evolving policy environment
- The scale of economic slowdown in the US
- Which ASX-listed companies are best placed to prosper in 2023
Crispin will also interpret half-year company results and outline the major trends that will drive the ASX in coming months.
After 30 years of investing, few Australian equity portfolio managers can match Crispin’s knowledge and company access.
Please register through the form above to join us.