Insights
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...
The Maturation of mRNA: Will Moderna and BioNTech Ever Be More Than Viral Sensations?
Their vaccines helped beat back a global pandemic, shattering pharmaceutical sales records in the process. Now comes the hard part....
It’s Always Sunny in Xi’an: China’s Solar Solution to Europe’s Gas Problem
As attempts to address climate change and energy independence converge, a company from a solar superpower stands to benefit. ...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
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)...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
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....
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...
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...
Tough market conditions generally make the best vintages for private equity investments
By Russel Pillemer, CEO, Pengana Capital Group Original article published by Financial Standard Some of the best recent ‘vintage’ years...
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...