NEWS & INSIGHTS
Why Axiom believes Nvidia’s growth defies bubble concerns
Nvidia’s shares are not in a bubble, according to Bradley Amoils, a growth-obsessed investor whose fund returned 47 per cent in...
The Bright Outlook for PE1 and Global Private Equity Investments
Webinar Sections: Portfolio Manager and CIO of GCM Grosvenor, Fred Pollock, provides an update on the prospects and current market...
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2023 In Review with Portfolio Manager Ed Prendergast
In this interview, Lana Ward speaks with Ed Prendergast, the Portfolio Manager for the Pengana Emerging Companies Fund, where...
Is structural change or the economic cycle driving global share markets?
Global share markets are always driven by both structural change and the economic cycle to some degree. It is the...
Staying the course – WHEB remains committed to sustainability investing
In 1970 Walter Mischel, a professor of psychology at Stanford University conducted a famous experiment now known as the ‘Stanford...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Harding Loevner International Fund
- Press Release
Ten reasons why 2024 could be a good year for global equity investors
Global share markets performed strongly in 2023 as inflation fell and the economy remained strong, despite higher interest rates. There...
Rate relief spurs rosy outlook for REITs
ASX-listed listed property stocks, battered by two years’ of high interest rates, could soon become “buys” as inflation eases more...
2023 In Review with Portfolio Manager Amy Pham
In this interview, Adam Myers speaks with Amy Pham, the Portfolio Manager for the Penana High Conviction Property Securities...