NEWS & INSIGHTS

To the Bone: On the Front Lines of the Food Industry’s Automation Frontier

In labor-starved Japan, a secretive soup and seasoning supplier perfects the recipe for scaling the essence of great cuisine. Key...

Where on Green Earth Do We Store All This Wind and Solar Power?

In a global energy transition characterized thus far by imperfect solutions and uneven progress, the market for one critical piece...

Listed Private Equity

Managing Directors Fred Pollock and Corey LoPrete provide a portfolio update and insights from the reporting season. CPD points applicable...

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1 CPD

Sustainable Impact Investments

Portfolio Manager Ted Franks and Senior Analyst Claire Jervis provide a portfolio update and insights from the reporting season. The...

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0.5 CPD

Three spots this $108b private equity group is hunting

View PDF HERE. US manager Fred Pollock tackles the big issues in the sector: big opportunities, movements in valuations, and...

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.” ...

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  ...

Having an ‘A-ha’ moment on battery electric vehicles

Not all readers I imagine will have fond memories (or indeed any memories!) of the Norwegian pop group ‘A-ha’. During...

Pengana Capital Group