NEWS & INSIGHTS
Australian Emerging Companies
Senior Portfolio Manager Steve Black provides a portfolio update and insights from the reporting season.
The UK: All change at the top
As the nation simultaneously bid farewell to our strong female lead of the last 70 years and ushered in a...
The Streaming Wars Take a Commercial Break
The knock-down, drag-out battle between Netflix and Disney that was cheered on by the market in recent years suddenly has...
The Maturation of mRNA: Will Moderna and BioNTech Ever Be More Than Viral Sensations?
Their vaccines helped beat back a global pandemic, shattering pharmaceutical sales records in the process. Now comes the hard part....
It’s Always Sunny in Xi’an: China’s Solar Solution to Europe’s Gas Problem
As attempts to address climate change and energy independence converge, a company from a solar superpower stands to benefit. ...
Quality Growth International Equities
Portfolio Manager Peter Baughan provides a portfolio update and insights from the reporting season.
Australian Equities Holdings
CIO & Portfolio Manager Rhett Kessler provides a portfolio update and insights from the reporting season.
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
Will growth stocks outperform once again?
Global growth stocks enjoyed a golden period in recent years. This continued throughout the pandemic as lifestyles (and spending habits)...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
How long should I wait to buy growth stocks?
Investment textbooks tell us that value stocks generally outperform growth stocks in periods of rising interest rates and economic slowdowns....