Pengana International Equities Limited
Quality-Growth Investing: Digging in the Right Sandbox
For us to consider investing in a company, the underlying business must first meet four key criteria. As quality-growth investors,...
- Pengana International Equities Limited
- Pengana Diversified Private Credit Fund
- Pengana Global Private Credit Trust
- TermPlus
- Insights
Global private credit to move from ‘niche’ to necessity as demographic shifts favour steady income
Global private credit can move from a ‘niche’ asset class to a necessity for Australian investors, as demand for reliable...
Schneider’s Growth Turns Electric
Demand is on the rise for energy-efficient electrical systems and automation tools. This is helping Schneider Electric to grow revenue...
TSMC Leads Emerging-Markets Returns due to AI Enthusiasm
Momentum strategies were a powerful force for global equities in 2024, primarily ones that followed artificial intelligence (AI) and its extended...
DeepSeek Rattles Markets But Not the Outlook for AI
A one-year-old artificial-intelligence (AI) startup born out of a Chinese hedge fund released a powerful AI model on January 20...
Can a New CEO Really Make a Difference?
Intel and Schneider Electric along with some other big companies decided to replace their chief executive officers in recent months....
ASA Virtual Investor Summit 2024: The hidden traps of income investing on the ASX and how to solve them
In this session, Tim Richardson, Investment Specialist at Pengana Capital Group, shares his expertise on global diversification and sustainable investing....