NEWS & INSIGHTS
Where on Green Earth Do We Store All This Wind and Solar Power?
In a global energy transition characterized thus far by imperfect solutions and uneven progress, the market for one critical piece...
Listed Private Equity
Managing Directors Fred Pollock and Corey LoPrete provide a portfolio update and insights from the reporting season.
Sustainable Impact Investments
Portfolio Manager Ted Franks and Senior Analyst Claire Jervis provide a portfolio update and insights from the reporting season. The...
Three spots this $108b private equity group is hunting
View PDF HERE. US manager Fred Pollock tackles the big issues in the sector: big opportunities, movements in valuations, and...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Will luxury goods make your investment fund look fabulous as the economy slows?
Tim Richardson CFA, Investment Specialist “Luxury goods are the only area in which it is possible to make luxury margins.” ...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
How international travel will make your investment fund more elegant
Tim Richardson CFA, Investment Specialist “Luxury hasn't been democratised; it's been globalised.” - François-Henri Pinault, Chairman and CEO, Kering ...
Having an ‘A-ha’ moment on battery electric vehicles
Not all readers I imagine will have fond memories (or indeed any memories!) of the Norwegian pop group ‘A-ha’. During...
Is Co-Investing Still the Right Approach During a Market Dislocation?
View PDF Version KEY TAKEAWAYS Buyout deal volume and invested dollars drastically slowed in Q2 2022, but recently we...