Australian Equities Fund
Australian Equities Holdings
CIO & Portfolio Manager Rhett Kessler provides a portfolio update and insights from the reporting season. CPD points applicable for...
Valuations rebased across most asset classes – opportunities starting to present with quality expected to shine going forward
We have discussed for some time now the 40 year deflationary rate cycle that began in 1981 after the US...
Diverging equity market outcomes
Two prevailing thematics impacted both global and domestic markets in the quarter, however important distinctions resulted in the diverging equity...
Australian Equities Fund Portfolio & Investment Update
CIO & Portfolio Manager Rhett Kessler provides a portfolio update and insights from the reporting season. CPD points applicable for...
3 issues that are challenging investors in today’s market
In our recent investor webinar, we discussed 3 issues that are challenging investors in today’s market and how we are...
Australian Equities Fund Webinar
Deputy CIO and Portfolio Manager Anton Du Preez and Investment Analyst Mark Christensen provide a portfolio update and insights from...
Stock in Focus: Super Retail Group. It’s all about sustainable after-tax cash earnings.
In recent times, the commentary in our monthly newsletters to our investors has been dominated by a few of the...
Investor Conundrums
Fund Manager Rhett Kessler provides a portfolio update and insights from the reporting season.
Will the cost of living inflation crash the asset price party?
Rhett Kessler, Pengana Australian Equities Fund Markets have bounced back strongly from the Covid-19 induced lows which, combined with the...