Diverging equity market outcomes

Two prevailing thematics impacted both global and domestic markets in the quarter, however important distinctions resulted in the diverging equity...

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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...

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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...

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Australian Equities Fund Webinar

Deputy CIO and Portfolio Manager Anton Du Preez and Investment Analyst Mark Christensen provide a portfolio update and insights from...

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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...

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Investor Conundrums

Fund Manager Rhett Kessler provides a portfolio update and insights from the reporting season.

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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...

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Crisis silver lining – resilient business models and competent management validation

The February reporting season provided a few unusual insights due to the economic impact of COVID-19. In particular, it confirmed...

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Top 5 things learnt from reporting season

Rhett Kessler, CIO and Senior Fund Manager at Pengana Capital Group  Having just come out of reporting season, one of...

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