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,...
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....