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Where on Green Earth Do We Store All This Wind and Solar Power?

In a global energy transition characterized thus far by imperfect solutions and uneven progress, the market for one critical piece...

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Will luxury goods make your investment fund look fabulous as the economy slows?

Tim Richardson CFA, Investment Specialist  “Luxury goods are the only area in which it is possible to make luxury margins.” ...

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How international travel will make your investment fund more elegant

Tim Richardson CFA, Investment Specialist  “Luxury hasn't been democratised; it's been globalised.”  - François-Henri Pinault, Chairman and CEO, Kering  ...

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How investors can avoid the zombie apocalypse

Tim Richardson CFA, Investment Specialist “A bank is a place that will lend you money if you can prove that...

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Are we heading back to 70s-style stagflation?

Tim Richardson CFA, Investment Specialist  “This is nothing like the 1970’s, which was a pretty dismal period, and not just...

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Pay Dirt: Capitalizing on the Electrification of Landscaping

The clock is winding down on gas-powered lawn machines. The early rulers of battery-powered outdoor equipment look to build an...

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Can shares build wealth in a new era of higher inflation?

Tim Richardson, Investment Specialist – Pengana International Equities Range of Funds “I remember the $0.05 hamburger and a $0.40-per-hour minimum...

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The Streaming Wars Take a Commercial Break

The knock-down, drag-out battle between Netflix and Disney that was cheered on by the market in recent years suddenly has...

Pengana Capital Group