NEWS & INSIGHTS

Private Equity Reimagined

Print PDF Version A brief overview Historically, private equity investments have primarily only been accessible to large and sophisticated institutions,...

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Code Red from the IPCC

Last month the Intergovernmental Panel on Climate Change (IPCC) published the latest report from its first Working Group.[1] There are...

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Using behavioural finance to make better investment decisions

Behavioural Finance is a decision-making framework that seeks to combine behavioral and cognitive psychological theory with conventional finance to provide...

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Taking advantage of macro opportunities

A recent article “The new economic cycle” published by Steven Milch, Pengana’s consulting economist refers to the new economic cycle which will be characterised by…

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Immutep – Leading the development of immunotherapy for cancer and autoimmune diseases

Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising...

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The New Economic Cycle

For the first time in over a decade, a new economic cycle is underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing monetary and fiscal stimulus.

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ESG investing. Sometimes the journey is more rewarding than the destination.

By 2025, Global ESG assets are on track to exceed $53 trillion, representing more than a third of the $140.5...

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Extreme weather – a wake-up call on climate mitigation and adaptation

In July, hardly a day went by when you didn’t see extreme weather events on the news headlines. California and...

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PE1 Secondary Transaction Overview

PE1 had an active quarter in the Secondaries market, culminating with a very significant transaction in June with the acquisition of a diversified portfolio of over 35 mature private equity funds at a significant discount to Net Asset Value.

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