NEWS & INSIGHTS
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,...
If you can’t write the cheque quickly, someone else will
Pengana boss Russel Pillemer says economic turmoil will throw up good opportunities for private equity investors, providing they can move...
Pengana doubles down on private markets to raise extra cash
By: Richard Henderson, Reporter, AFR Original article available HERE Pengana will raise an additional $75 million for its listed private...
Finding tomorrow’s ESG leaders
Environmental, social, and governance (ESG) as a source of investment alpha may be limited when focussed solely on companies displaying...
The AREITs best placed to maintain pricing power and grow earnings
In an inflationary environment with rising interest rates, our focus has turned to which stocks and sub-sectors are best placed...