Will growth stocks outperform once again?

Global growth stocks enjoyed a golden period in recent years. This continued throughout the pandemic as lifestyles (and spending habits)...

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How long should I wait to buy growth stocks?

Investment textbooks tell us that value stocks generally outperform growth stocks in periods of rising interest rates and economic slowdowns....

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Business travel without the carbon footprint – One traveller’s experience

‘Flygskam’ – literally ‘flight shame’ is something that I have felt for some time. But this year, after a particularly...

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The US Inflation Reduction Act – how significant is it?

The BBC’s trilogy ‘Big Oil vs The World’ is a depressing playlist of missed opportunities for climate action since the...

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Diversifying Australian Equity Income

Rising inflation, higher interest rates and slowing economic growth all pose separate threats to the attractive dividends currently being paid...

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Global stocks deliver their strongest monthly gains in July for almost 2 years

Global stocks had their best month in July for almost two years, partially recovering from a woeful first half of...

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What to expect from AREITs this reporting season

We expect a solid earnings season for the AREIT sector, driven by a strong recovery in retail which has been...

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Is air conditioning a solution to heat waves?

Originally from Hong Kong, I am used to hot summers consistently above 30°C but I have never known a day...

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How Will the Secondary Market React to Persistent Volatility?

Select risks include risks related to the lack of a liquid, transparent market for secondary investments, performance risk, and risks related...

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Pengana Capital Group