Global Small Companies Fund
Is now the right time to buy smaller companies?
Tim Richardson CFA, Investment Specialist Smaller companies often outperform the broader market when interest rates start falling. They generally benefit...
Does size still matter in 2024?
Tim Richardson CFA, Investment Specialist Global smaller companies are under-owned by investors because they are perceived as ‘risky’ investments. They are...
- 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...
- Harding Loevner International Fund
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom 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...
- 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...
- Axiom International Fund
- Harding Loevner International Fund
- Pengana International Equities Limited
- Global Small Companies 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...
The case for global small caps – a portfolio update
Portfolio Manager Jon Moog provides a portfolio update and insights from the reporting season.
1 CPD