NEWS & INSIGHTS
The case for global small caps – a portfolio update
Portfolio Manager Jon Moog provides a portfolio update and insights from the reporting season.
Reporting season demonstrates resilient earnings from AREITs
There was much anticipation from REIT investors going into this reporting season. It not only reveals how AREITs are coping...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
Is a re-opened China a danger or an opportunity?
Tim Richardson CFA, Investment Specialist Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges...
UK water companies – from hero to zero
Water pollution is an ancient problem in the UK, with sewage spills and other sources of contamination frequently making headlines....
Can Contact Lenses for Kids Solve the World’s Vision Problem?
The screens we can’t seem to live without are contributing to alarming rates of myopia, or nearsightedness, around the world....
How a Canadian Dollar Store Became One of the World’s Most Profitable Retailers
Retail chains aren’t known for particularly high profit margins, but Dollarama—where many items sell for just C$1—is the surprising exception....
Pengana Capital aims to tap into private markets
Journalist: Jemima Whyte, Senior Reporter. Australian Financial Review. Photo credit: Natalie Boog View the original AFR article HERE. _________ ...
Why we love heat pumps
I first came across heat pumps while studying for my undergraduate degree in Environmental Science in the early 1990s. The...