NEWS & INSIGHTS
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Harding Loevner International Fund
- Insights
What the weaker credit cycle may mean for share market investors
Tim Richardson CFA, Investment Specialist The global economy is seeing a deterioration in credit conditions as higher interest rates and...
This property fundie warns REIT investors to do their homework
By Joanne Tran and Emma Rapaport – AFR – original article Pengana Capital portfolio manager Amy Pham was seven years old when she...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Does quality growth investing still deliver?
Tim Richardson CFA, Investment Specialist Global quality growth stocks underperformed during 2022. This was due to a perfect storm of...
The case for global small caps – a portfolio update
Portfolio Manager Jon Moog provides a portfolio update and insights from the reporting season.
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Reporting season demonstrates resilient earnings from AREITs
There was much anticipation from REIT investors going into this reporting season. It not only reveals how AREITs are coping...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Is a re-opened China a danger or an opportunity?
Tim Richardson CFA, Investment Specialist Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges...
UK water companies – from hero to zero
Water pollution is an ancient problem in the UK, with sewage spills and other sources of contamination frequently making headlines....
Can Contact Lenses for Kids Solve the World’s Vision Problem?
The screens we can’t seem to live without are contributing to alarming rates of myopia, or nearsightedness, around the world....