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