Insights
The long-term health of China’s society and economy
In the spring of 2020 – in the early stages of the global pandemic – we marvelled at the resiliency...
An interview with Jon Moog
Zenith Investment Partners' Head of Equities, Quan Nguyen, interviews Pengana Global Small Companies Fund portfolio manager Jon Moog about the...
The end of lockdowns
As we come out of lockdown, our focus turns to the two real estate sub-sectors which have been most affected,...
We’ve been warned – climate transition supply chains rely on a series of weak links
Whether you’ve tried to fuel up your car recently, were warned by a friend to buy your Christmas presents in...
Three key reasons to hold PE1 in your SMSF
Given their ongoing quest to diversify their investments, private equity has been on self-managed super fund (SMSF) members’ radars for...
Smaller Companies: FOMO Not Required
Author: Steven Milch, Consulting economist Print PDF Version Small Cap Fomo ‘Fear of missing out’ – one of the defining...
AREITs – In search of growth
Looking at the reporting season scorecard, there was a vast improvement compared to last year. 15 REITs provided either EPS...
Delivering carbon reductions – moving beyond the targets
Much ink has been spilt announcing net-zero carbon (NZC) targets over the past few months, with WHEB no doubt contributing...