Pengana International Equities Limited
What Netflix Gains From a Warner Bros. Deal
Iconic brands, streaming subscribers, and the chance to keep them out of anyone else’s hands. One of the more striking...
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,...
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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....