NEWS & INSIGHTS
Is sustainable investing a waste of time?
Like many others, the COVID-19 lock-downs were an opportunity to develop new hobbies. One of my new hobbies was to...
Howard Hughes – US property developer that owns both operating property and large tracts of land
Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising...
Private Equity Reimagined
Print PDF Version A brief overview Historically, private equity investments have primarily only been accessible to large and sophisticated institutions,...
Code Red from the IPCC
Last month the Intergovernmental Panel on Climate Change (IPCC) published the latest report from its first Working Group.[1] There are...
Using behavioural finance to make better investment decisions
Behavioural Finance is a decision-making framework that seeks to combine behavioral and cognitive psychological theory with conventional finance to provide...
Taking advantage of macro opportunities
A recent article “The new economic cycle” published by Steven Milch, Pengana’s consulting economist refers to the new economic cycle which will be characterised by…
Immutep – Leading the development of immunotherapy for cancer and autoimmune diseases
Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising...
The New Economic Cycle
For the first time in over a decade, a new economic cycle is underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing monetary and fiscal stimulus.
ESG investing. Sometimes the journey is more rewarding than the destination.
By 2025, Global ESG assets are on track to exceed $53 trillion, representing more than a third of the $140.5...