Insights
Building our portfolio in a FOMO economy
“It does feel like FOMO is back”: Those few words encapsulate just how worried Rhett Kessler, the CIO of Pengana...
The impact of COVID-19 on private equity markets
The impact of COVID-19 on financial markets has been profound and, in most cases, has negatively impacted the value of...
Some areas we are looking at given the current market conditions
"The tech sector looks ‘very expensive’ but US health insurers could be attractive." Pengana International Deputy Portfolio Manager Steven Glass talks...
Australian Equities Capital raisings, company-specific events and how corporate Australia is coping
Australian companies raised more money from follow-on offerings in April than at any other point in history, including the depths...
PIA looks to stable, fully franked dividends over the coming year
The Board of Pengana International Equities Limited (“PIA”) has re-confirmed its objective to, and its high degree of confidence in,...
The COVID-19 crisis impact on sustainability
BY TED FRANKS. PARTNER, FUND MANAGER, PENGANA WHEB SUSTAINABLE IMPACT FUND We find ourselves in a period of unprecedented crisis...
Pengana offers market commentary Webinar Series
The recent market volatility around the globe offers investors an opportunity for observation, consideration, and learning. Pengana Capital will be...
Capital-hungry growth stocks vulnerable in market correction
Original Article published 9 March in the Australian Financial Review Jonathan Shapiro - Senior Reporter _____ The rapid change in...
Why there’s a place for private equity in your portfolio
THAT IT'S BECOME MAINSTREAM FOR LARGE INVESTORS SEEKING ATTRACTIVE RISK/RETURN TRADE OFFS BEYOND TRADITIONAL MARKETS SHOULD NOT BE LOST ON...