NEWS & INSIGHTS
Quality Growth International Equities
Portfolio Manager Peter Baughan provides a portfolio update and insights from the reporting season.
Australian Equities Holdings
CIO & Portfolio Manager Rhett Kessler provides a portfolio update and insights from the reporting season.
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
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)...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
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...
Tough market conditions generally make the best vintages for private equity investments
By Russel Pillemer, CEO, Pengana Capital Group Original article published by Financial Standard Some of the best recent ‘vintage’ years...
Global stocks deliver their strongest monthly gains in July for almost 2 years
Global stocks had their best month in July for almost two years, partially recovering from a woeful first half of...