NEWS & INSIGHTS
Taking advantage of macro opportunities
A recent article “The new economic cycle” published by Steven Milch, Pengana’s consulting economist refers to the new economic cycle which will be characterised by…
Immutep – Leading the development of immunotherapy for cancer and autoimmune diseases
Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising...
The New Economic Cycle
For the first time in over a decade, a new economic cycle is underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing monetary and fiscal stimulus.
Extreme weather – a wake-up call on climate mitigation and adaptation
In July, hardly a day went by when you didn’t see extreme weather events on the news headlines. California and...
PE1 Secondary Transaction Overview
PE1 had an active quarter in the Secondaries market, culminating with a very significant transaction in June with the acquisition of a diversified portfolio of over 35 mature private equity funds at a significant discount to Net Asset Value.
Tax is a classic ESG issue
A disappointing roadshow lunch In 2016, I attended a roadshow lunch for an upcoming initial public offering (IPO). This was...
The value/growth dynamic
The last year has been characterised by volatile markets, driven initially by the onset of Covid in developed economies. A...
Poised to deliver.
Investing in global small and mid-cap companies provides great opportunities for high quality active managers to generate differentiated returns and long-term outperformance.
Ushering in a new era of drug development
In recent decades, thanks to a deeper understanding of underlying biological mechanisms, drug development has progressed in leaps and bounds...