NEWS & INSIGHTS

How REITs are Leading the Charge on ESG

The global push to decarbonise starts with property — literally. Why REITs hold the key to Net Zero The building...

The Surprising Case for Shell as a Quality-Growth Stock

Some sectors are packed with rapidly growing companies. Energy typically isn’t one of them—but that doesn’t mean some energy companies...

Verra Mobility: Enabling safer streets and cleaner air

Having recently returned from the Beloe family holiday, many readers, like me, will have encountered speed cameras on their long...

Q+A: Pengana’s Amy Pham on how she built the country’s best performing property securities fund

The veteran stock picker discusses the key strategies behind the success of her fund. Amy Pham was among the first...

Australia’s reigning top fund just returned 54pc in three months

Fresh off being crowned Australia’s top-performing investment strategy last year with a 109 per cent return, Pengana’s High Conviction Equities...

Numbers Don’t Lie

My first-year quantitative analysis lecturer liked to remind us: “Numbers don’t lie.” If that’s true, then the past 15 years...

Data shows PE has turned a corner, but sentiment yet to catch on

Data shows that global private equity (PE) is on the rebound, yet sentiment hasn’t caught up and good discounts are...