A Frontline View on Inflation and Its Persistence

Anecdotal reports from the companies we follow indicate differing impacts from rising prices—and offer a few clues to where inflation...

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China remains a high value target zone

The recent wave of regulatory reform in China has been highly visible, resulting in a knee-jerk reaction among investors, some...

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Modelling the Metaverse: Facebook, Apple, Meta, and the Fight to Profit from the Next Big Thing

What has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a...

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Quality Growth International Equities

Portfolio Manager Jingyi Li provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...

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The long-term health of China’s society and economy

In the spring of 2020 – in the early stages of the global pandemic – we marvelled at the resiliency...

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Using behavioural finance to make better investment decisions

Behavioural Finance is a decision-making framework that seeks to combine behavioral and cognitive psychological theory with conventional finance to provide...

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Ushering in a new era of drug development

In recent decades, thanks to a deeper understanding of underlying biological mechanisms, drug development has progressed in leaps and bounds...

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Introducing the Pengana Harding Loevner International Fund

The Pengana Harding Loevner International Fund invests in high-quality, growing companies identified through fundamental research with a long-term, global perspective. After an...

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Pengana partners with US$84Bn global investment team HARDING LOEVNER

The Board of Pengana Capital Group Limited (ASX: PCG) is pleased to announce the appointment of New Jersey-based Harding Loevner...

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