NEWS & INSIGHTS
Extreme weather – a wake-up call on climate mitigation and adaptation
In July, hardly a day went by when you didn’t see extreme weather events on the news headlines. California and...
PE1 Secondary Transaction Overview
PE1 had an active quarter in the Secondaries market, culminating with a very significant transaction in June with the acquisition of a diversified portfolio of over 35 mature private equity funds at a significant discount to Net Asset Value.
Tax is a classic ESG issue
A disappointing roadshow lunch In 2016, I attended a roadshow lunch for an upcoming initial public offering (IPO). This was...
The value/growth dynamic
The last year has been characterised by volatile markets, driven initially by the onset of Covid in developed economies. A...
Poised to deliver.
Investing in global small and mid-cap companies provides great opportunities for high quality active managers to generate differentiated returns and long-term outperformance.
Ushering in a new era of drug development
In recent decades, thanks to a deeper understanding of underlying biological mechanisms, drug development has progressed in leaps and bounds...
Is Amazon really a sustainable investment?
The WHEB investment strategy has evolved considerably over the past fifteen years. But the core has always been quite simple....
The purist case for an active LIC over passive ETF investing.
From an increase to its mandated fully franked quarterly dividends, to the appointment of a highly regarded global equity manager…
PIA announces fully-franked dividend increase
Print PDF HIGHLIGHTS: On 26 July 2021 the Board of Pengana International Equities Limited (ASX PIA), Australia’s largest listed international ethical...