NEWS & INSIGHTS
Private equity’s role in a well-constructed portfolio
The original article was published in firstlinks 24-March-2022, and is available HERE The $200 billion Future Fund is not alone...
Russia, Risk, and Decision-Making
Our investments in Russia have not resulted in good outcomes for our clients. But do those outcomes point to failures...
A new source for private equity
In the past, private equity funds were solely the preserve of institutional investors with long lock-up clauses and minimum investments...
Where this $100b private equity guru is hunting
Fred Pollock, of US private equity firm GCM Grosvenor, says bargain hunting in a tumultuous environment can be a trap....
Armaments and ESG
By Victoria Maclean, Associate Fund Manager, Pengana WHEB Sustainable Impact Fund Excluding defence companies has long been common practice for...
It’s time to add A-REITs to your Portfolio
With increased volatility caused by geopolitical tensions and rising oil prices, defensive sectors such as REITs are starting to look...
Russia’s invasion of Ukraine
The humanitarian crisis caused by Russia’s invasion of Ukraine is both horrifying and deeply concerning. Events like this throw our...
ESG: Deconstructing returns
Since its inception almost 25 years ago, Axiom, the manager of the Pengana International Axiom Ethical Fund, has incorporated Environmental,...