Pengana International Equities Limited
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
10 themes powering earnings growth as the global economy slows
Tim Richardson CFA, Investment Specialist The impact of the global economic slowdown on profitability will be highly stock specific. Earnings...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
What the slowing economy means for equity investors?
Tim Richardson CFA, Investment Specialist High interest rates and weak real earnings growth are pushing consumer spending down and slowing...
The Last Great Malls on Earth
In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? The...
Can we save the planet and still keep the wheels turning?
Tim Richardson CFA, Investment Specialist Developed economies are striving to decarbonise transport. But China dominates the EV battery supply chain,...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
Will luxury goods make your investment fund look fabulous as the economy slows?
Tim Richardson CFA, Investment Specialist “Luxury goods are the only area in which it is possible to make luxury margins.” ...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
How international travel will make your investment fund more elegant
Tim Richardson CFA, Investment Specialist “Luxury hasn't been democratised; it's been globalised.” - François-Henri Pinault, Chairman and CEO, Kering ...
How investors can avoid the zombie apocalypse
Tim Richardson CFA, Investment Specialist “A bank is a place that will lend you money if you can prove that...
Are we heading back to 70s-style stagflation?
Tim Richardson CFA, Investment Specialist “This is nothing like the 1970’s, which was a pretty dismal period, and not just...