NEWS & INSIGHTS
The AREITs best placed to maintain pricing power and grow earnings
In an inflationary environment with rising interest rates, our focus has turned to which stocks and sub-sectors are best placed...
Pengana Axiom International Ethical funds to reduce fees as funds under management increases
Since the 2017 merger of Pengana Capital Group and Hunter Hall, the management fees for the funds now known as...
January storms: heavy rotation in weak markets at the start of 2022
Stock markets ended the first month of the new year with heavy losses. Beyond the overall losses, this has also...
China poised to benefit from regulatory ‘tailwind’
China’s recent regulatory change could be a surprise ‘tailwind’ for high-quality growth companies, according to international investing experts. This was...
COP26: ‘More than expected, less than hoped’
After the emotional scenes nearly two months ago at the end of COP26, has a bit of distance provided any...
Drug pricing and impact investing
Background President Biden’s Build Back Better agenda has reignited the debate about drug pricing. Arguments generally fall into two camps....
How a 32-year long investment strategy sustains profitable growth into an uncertain future
Investors are keenly focused on how policymakers will react to current levels of inflation. Will it subside without robust intervention...
Pengana Capital chief executive Russel Pillemer wants the numbers to do the talking
By David Ross Journalist - The Australian, January 2022 For years, they were the geniuses of stockpicking – but 2021...
PIA – upcoming fully franked quarterly dividend
Announcing a 1.35 cents per share fully franked quarterly dividend It is our pleasure to advise that the Board of...