NEWS & INSIGHTS
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....
Post-Election Market Shifts and the Rise of Co-Investment Opportunities
With the U.S. Presidential Election now behind us, private equity investors are evaluating how evolving economic conditions and market shifts...
The Australian investors who hit the jackpot in 2024
View the original full AFR article here. It was a battle between stock pickers and cryptocurrency crusaders late last year...
- Pengana Diversified Private Credit Fund
- Pengana Global Private Credit Trust
- TermPlus
- Private Credit
- Insights
Private credit ‘explosion’ to continue despite easing interest rates
While easing interest rates don’t typically present favourable conditions for private credit to perform, the chief executive of Pengana Capital...
- Pengana Diversified Private Credit Fund
- Pengana Global Private Credit Trust
- TermPlus
- Private Credit
- Insights
Global private credit momentum to continue on the back of higher for longer rates, increased corporate activity
Investor demand for global private credit is set to continue on the potential for interest rates to remain ‘higher for...
Can’t take the heat? Take out the carbon
If you’ve ever baked a pizza, ironed a shirt, or dried your socks on a radiator, you’re more familiar with...
Should investors worry about tariffs?
The prospect of the new Trump administration raising tariffs may have helped push up interest rate expectations, bond yields and...