Insights
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Is now a good time to invest in Japanese shares?
Tim Richardson CFA, Investment Specialist The sun may finally be rising on Japan’s share market. Higher inflation and a changing...
Commercial real estate concerns – Are they justified?
The recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real...
March madness – what does the banking turmoil mean for sustainable investors?
What happened? On 10th March Silicon Valley Bank (SVB), the 16th largest lender in the US, collapsed. Two days earlier...
ESG Investing – Understanding the challenges harnessing the opportunities
Download Adam Myers's ESG Investing Presentation where he addresses the criticisms and challenges ESG is currently facing as well as...
Space wanted: Dead or Alive
“Death is not the opposite of life, but a part of it.” Haruki Murakami In the Amazon series "Upload," set...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Harding Loevner International Fund
- Insights
What the weaker credit cycle may mean for share market investors
Tim Richardson CFA, Investment Specialist The global economy is seeing a deterioration in credit conditions as higher interest rates and...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Does quality growth investing still deliver?
Tim Richardson CFA, Investment Specialist Global quality growth stocks underperformed during 2022. This was due to a perfect storm of...
Reporting season demonstrates resilient earnings from AREITs
There was much anticipation from REIT investors going into this reporting season. It not only reveals how AREITs are coping...