NEWS & INSIGHTS

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....

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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.  ...

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Quality Growth International Equities

Portfolio Manager Peter Baughan provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...

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Australian Equities Holdings

CIO & Portfolio Manager Rhett Kessler provides a portfolio update and insights from the reporting season. CPD points applicable for...

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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)...

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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....

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Business travel without the carbon footprint – One traveller’s experience

‘Flygskam’ – literally ‘flight shame’ is something that I have felt for some time. But this year, after a particularly...

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The US Inflation Reduction Act – how significant is it?

The BBC’s trilogy ‘Big Oil vs The World’ is a depressing playlist of missed opportunities for climate action since the...

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Pengana Capital Group recognised as Responsible Investment Leader

Pengana Capital Group has been named a Responsible Investment Leader by the Responsible Investment Association Australasia (RIAA) in its landmark...

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Pengana Capital Group