Insights
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...
ESG: Deconstructing returns
Since its inception almost 25 years ago, Axiom, the manager of the Pengana International Axiom Ethical Fund, has incorporated Environmental,...
Finding tomorrow’s ESG leaders
Environmental, social, and governance (ESG) as a source of investment alpha may be limited when focussed solely on companies displaying...
The AREITs best placed to maintain pricing power and grow earnings
In an inflationary environment with rising interest rates, our focus has turned to which stocks and sub-sectors are best placed...
January storms: heavy rotation in weak markets at the start of 2022
Stock markets ended the first month of the new year with heavy losses. Beyond the overall losses, this has also...
COP26: ‘More than expected, less than hoped’
After the emotional scenes nearly two months ago at the end of COP26, has a bit of distance provided any...