NEWS & INSIGHTS

Silver lining for property stocks amid uncertain outlook for rates

Prospects for earnings growth from listed property stocks this year remain remarkably rosy despite a volatile outlook for interest rates...

‘Show us the money’: The stocks Pengana has been busy buying

Rhett Kessler, who leads the firm’s Australian equities team, is bullish on “boring” companies that have turned cheap, including takeover...

Winners and Losers of 2025: A Turning Point for Australian Property

After two years of momentum, 2025 proved to be a year of divergence for Australian-listed property. Shifting interest rate expectations,...

Are Tech Companies Overspending on AI?

Artificial intelligence has markets oscillating between excitement and trepidation. A few numbers help clarify the state of the industry. Online...

Pengana eyes huge payday as Musk’s SpaceX prepares for mega-IPO

As Wall Street buzzes with anticipation ahead of the historic float of Elon Musk’s SpaceX, Sydney-based Pengana Capital is watching...

Private equity’s new era: GP-led boom

Private equity realisations have slowed significantly since 2022, compressing valuations and making exits more difficult, according to global alternative asset...

A Letter From Our CEO On The Recent Bondi Attacks

Dear Investors, Today, I write to you with a heavy heart. As a proud Australian and a proud Jew, I am devastated and...

Quality Compounding in a Hot-Stock World

While the market chases speculative trends and momentary winners, high-quality companies are building value quietly and letting time do the...

Turning Savings into Reliable Monthly Income in Retirement

As featured in November edition of Equity. View the original article here. After years of working, paying off the mortgage and...