Axiom International Fund
Should Aussie global equity investors hedge their foreign currency exposure?
Tim Richardson CFA, Investment Specialist Australian dollar weakness has been supporting Aussie investors’ returns from global equities. But economic recovery,...
Healthy returns from health care companies
Slowing consumer spending impacts corporate earnings growth across much of the economy. However, health care profits are often driven by...
Ethical investing – an every day priority?
Investors aim to maximise their returns but want to understand the impact companies in their portfolios have on the wider...
Identifying winners as technology changes the world
The Fund currently holds a 28% weighting in the technology sector, with significant further investments in dynamically growing tech-orientated companies....
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
Will artificial intelligence bring genuine profits?
Tim Richardson CFA, Investment Specialist Artificial Intelligence (AI) promises to transform the way we work. Some enterprises will adapt to...
Can ESG and sustainable investing really help build wealth?
Tim Richardson CFA, Investment Specialist ESG and sustainable investing can enhance long-term risk-adjusted investment returns. Analysing and managing ESG risks...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Is now a good time to invest in Japanese shares?
Tim Richardson CFA, Investment Specialist The sun may finally be rising on Japan’s share market. Higher inflation and a changing...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Harding Loevner International Fund
- Insights
What the weaker credit cycle may mean for share market investors
Tim Richardson CFA, Investment Specialist The global economy is seeing a deterioration in credit conditions as higher interest rates and...