Insights
- 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)...
- Harding Loevner International Fund
- Pengana International Equities Limited
- Axiom 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...
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...
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...
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...