NEWS & INSIGHTS

A deep dive into HelloFresh

Netflix’s latest results shocked the market. A growth darling suddenly stopped growing and was shedding subscribers. The stock tumbled ~40%...

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WHEB Sustainable Impact Fund Portfolio & Investment Update

Associate Portfolio Manager Victoria MacLean provides a portfolio update and insights from the reporting season. CPD points applicable for Australian...

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High Conviction Equities Fund Portfolio & Investment Update

Portfolio Manager James McDonald provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...

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Diverging equity market outcomes

Two prevailing thematics impacted both global and domestic markets in the quarter, however important distinctions resulted in the diverging equity...

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ESG ratings – a quick fix or a bodged job?

The dramatic growth in ESG and sustainable investing over the past few years is now well documented. What was once...

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PIA announces another fully franked quarterly dividend

  1.35c per share Fully franked at a tax rate of 30%   5.0% yield1  On a cash basis  ...

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Emerging Companies Fund Portfolio & Investment Update

Senior Portfolio Manager Ed Prendergast provides a portfolio update and insights from the reporting season. CPD points applicable for Australian...

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Quality is key in an ‘oversold’ A-REIT sector

The sell-off in property has opened up some good buying opportunities in quality and alternate Australian Real Estate Investment Trusts...

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Australian Equities Fund Portfolio & Investment Update

CIO & Portfolio Manager Rhett Kessler provides a portfolio update and insights from the reporting season. CPD points applicable for...

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Pengana Capital Group