Insights
Deliveroo. The worst IPO in history – bad timing, bad ESG, or just a bad idea?
Deliveroo has been dubbed London’s ‘worst IPO in history’ after its shares fell 26% in the first day of trading,...
How to think about Impact Investing. A Q&A with Ted Franks
Matt Mimms talks to Ted Franks, Fund Manager and Partner at WHEB Asset Management, the investment team behind the Pengana...
The 3 seismic changes to investment markets in the last year and how we responded to each
Ed Prendergast, co-portfolio manager of the Pengana Emerging Companies Fund. There have really been 3 key phases to investment...
Greenwashing, regulation and sustainable investment
Seb Beloe, Partner & Head of Research, Pengana WHEB Sustainable Impact Fund A few years ago, I was fortunate enough...
Savvy Australian investors are diversifying with Israeli innovation stocks
A Q&A with one of Israel’s leading equity fund managers. Sagi Ben Yosef, Alpha LTI Q. What does Alpha LTI invest...
Governance of technology and COVID-19
The global response to COVID-19 has been nothing short of a technological revolution in the healthcare sector. Ty Lee from...
Will the cost of living inflation crash the asset price party?
Rhett Kessler, Pengana Australian Equities Fund Markets have bounced back strongly from the Covid-19 induced lows which, combined with the...
It’s time to invest in the most tech-obsessed country in the world
The global leader with more start-ups and R&D than anywhere else. Russel Pillemer, Pengana Capital Group We are well and...
The housing boom – and how to get exposure via REITs
One of the key focuses during the month was the strength of the residential market. What a difference six months...