Axiom International Fund
Disruptive innovation – Unequal growth in a changing world
Technological advances and innovative business models are transforming the size and structure of entire markets. New technologies are being adopted...
Deglobalisation – What does it mean for international share markets?
Rising inequality, supply chain risk and geo-political distrust have brought the decades-long march of globalisation to a halt. Deglobalisation is...
Why Axiom believes Nvidia’s growth defies bubble concerns
Nvidia’s shares are not in a bubble, according to Bradley Amoils, a growth-obsessed investor whose fund returned 47 per cent in...
Is structural change or the economic cycle driving global share markets?
Global share markets are always driven by both structural change and the economic cycle to some degree. It is the...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Harding Loevner International Fund
- Press Release
Ten reasons why 2024 could be a good year for global equity investors
Global share markets performed strongly in 2023 as inflation fell and the economy remained strong, despite higher interest rates. There...
Can active managers outperform when the global economy slows?
Higher interest rates and slowing consumer spending are bringing a much wider dispersion of company earnings and stock returns. This...
Why hasn’t consumer spending fallen off a cliff?
Interest rate hikes have not stopped consumers spending as abruptly as many had expected, due to full employment and rising...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Harding Loevner International Fund
- Insights
What happens to global share markets if interest rates stay higher for longer?
Sticky inflation may force central banks to keep interest rates elevated for an extended period after they stop hiking. Investors...