NEWS & INSIGHTS
Diversifying Australian Equity Income
Rising inflation, higher interest rates and slowing economic growth all pose separate threats to the attractive dividends currently being paid...
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...
What to expect from AREITs this reporting season
We expect a solid earnings season for the AREIT sector, driven by a strong recovery in retail which has been...
Is air conditioning a solution to heat waves?
Originally from Hong Kong, I am used to hot summers consistently above 30°C but I have never known a day...
Unpacking our latest impact report & strategy update
Join Seb Beloe, Partner and Head of Research as well as Senior Analyst Claire Jervis for a webinar where they...
How Will the Secondary Market React to Persistent Volatility?
Select risks include risks related to the lack of a liquid, transparent market for secondary investments, performance risk, and risks related...
Valuations rebased across most asset classes – opportunities starting to present with quality expected to shine going forward
We have discussed for some time now the 40 year deflationary rate cycle that began in 1981 after the US...
Which REITs will shine even when growth slows?
The sharp rise in long bond yields from 1.5% at the beginning of the year to 3.6% in June continued...