Diverging equity market outcomes

Two prevailing thematics impacted both global and domestic markets in the quarter, however important distinctions resulted in the diverging equity...

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ESG ratings – a quick fix or a bodged job?

The dramatic growth in ESG and sustainable investing over the past few years is now well documented. What was once...

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Russia, Risk, and Decision-Making

Our investments in Russia have not resulted in good outcomes for our clients. But do those outcomes point to failures...

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Armaments and ESG

By Victoria Maclean, Associate Fund Manager, Pengana WHEB Sustainable Impact Fund Excluding defence companies has long been common practice for...

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It’s time to add A-REITs to your Portfolio

With increased volatility caused by geopolitical tensions and rising oil prices, defensive sectors such as REITs are starting to look...

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Russia’s invasion of Ukraine

The humanitarian crisis caused by Russia’s invasion of Ukraine is both horrifying and deeply concerning. Events like this throw our...

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ESG: Deconstructing returns

Since its inception almost 25 years ago, Axiom, the manager of the Pengana International Axiom Ethical Fund, has incorporated Environmental,...

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