Insights
Pengana Private Equity Trust (ASX: PE1): Accessing the world’s hardest-to-reach growth assets
https://www.youtube.com/watch?v=Ry9kJRRMl-g After a prolonged reset across private markets, conditions are now turning. Transaction activity is lifting, capital markets are reopening,...
Winners and Losers of 2025: A Turning Point for Australian Property
After two years of momentum, 2025 proved to be a year of divergence for Australian-listed property. Shifting interest rate expectations,...
Are Tech Companies Overspending on AI?
Artificial intelligence has markets oscillating between excitement and trepidation. A few numbers help clarify the state of the industry. Online...
Quality Compounding in a Hot-Stock World
While the market chases speculative trends and momentary winners, high-quality companies are building value quietly and letting time do the...
Turning Savings into Reliable Monthly Income in Retirement
As featured in November edition of Equity. View the original article here. After years of working, paying off the mortgage and...
Keeping your retirement income working harder as costs rise
As featured in The Senior. View the original article here. Rising living costs have made it harder for retirees to maintain...
Energy saved is energy generated
Amory Lovins, the founder of think-tank the Rocky Mountain Institute (RMI) and adjunct professor at Stanford University, is fondly known...
The Case for Diversification: What Manager Dispersion Tells Us About Private Equity Returns
Are investors missing more of the growth story than ever before? Over the past two decades, the global equity landscape...
The Blueprint for Private Equity: Building with the Middle Market
Takeaways 1. Vast Market with Supply & Demand Imbalance The middle market dominates private equity deal flow but remains structurally...