Insights
Is it time to jump on the hydrogen bandwagon?
In the first half of 2020, investors were piling money into hydrogen-linked stocks. During the second quarter, the stock price...
Top 5 things learnt from reporting season
Rhett Kessler, CIO and Senior Fund Manager at Pengana Capital Group Having just come out of reporting season, one of...
The 3 biggest conundrums facing investors in today’s climate
Rhett Kessler, CIO and Senior Fund Manager at Pengana Capital Group As a steward of money, our fundamental goal is to ensure...
Testing the ethics of impact investing
We are seeing an increased desire from investors to invest with impact; but is there sufficient integrity in the market?...
New investor credo: in private equity we trust
Image credit: Jane Dempster/The Australian Licensed by The Copyright Agency (David Rogers, The Australian) Russel Pillemer has been blown away...
8 pillars for investing in uncertain times
Many of us are struggling to make sense of the world at the moment. It seems to lurch from crisis...
PE1 Portfolio Update
One of the benefits private companies have in times of extreme volatility and market turmoil is an ability to pivot...
When small is big
The alpha generating capability of actively managed global small companies is set to soar after a crisis. Performance Small caps...
COVID’s winners and losers in Australian real estate
Since the onset of the COVID-19 pandemic, the listed property sector has been amongst the most impacted. The S&P/ASX 300...