NEWS & INSIGHTS

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...

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Is Co-Investing Still the Right Approach During a Market Dislocation?

View PDF Version   KEY TAKEAWAYS Buyout deal volume and invested dollars drastically slowed in Q2 2022, but recently we...

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How will a weaker US dollar impact Australian investors?

Tim Richardson CFA, Investment Specialist  “A US dollar is an IOU from the Federal Reserve Bank. It’s a promissory note...

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Global High Conviction Stocks

Portfolio Managers James McDonald and Jeremy Bendeich provide a portfolio update and insights from the reporting season. CPD points applicable...

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Unpacking the impact of our software holdings

What is there not to like about software companies? They tend to operate at high margins, benefit from astonishing operational...

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Global Small Companies

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

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How investors can avoid the zombie apocalypse

Tim Richardson CFA, Investment Specialist “A bank is a place that will lend you money if you can prove that...

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High Conviction AREITS

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

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Dynamic Growth International Equities

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

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Pengana Capital Group