Insights
Indecisive Dave and the backlash against ESG
For readers who have yet to discover the great British comedy ‘The Fast Show’, you are in for a treat....
Private Equity investing: Why an Increasingly Volatile Market Environment Can Favor Middle Market Co-Investments
Select risks include: information risk, management risk, risks related to reliance on third parties, and risks related to the sale...
Diverging equity market outcomes
Two prevailing thematics impacted both global and domestic markets in the quarter, however important distinctions resulted in the diverging equity...
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...
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...
Armaments and ESG
By Victoria Maclean, Associate Fund Manager, Pengana WHEB Sustainable Impact Fund Excluding defence companies has long been common practice for...
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...
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...