NEWS & INSIGHTS
COVID’s winners and losers in Australian real estate
Since the onset of the COVID-19 pandemic, the listed property sector has been amongst the most impacted. The S&P/ASX 300...
Sustainable impact report webinar
WHEB is one of the longest established impact investment teams in listed equities and are pioneers in the space of...
Building our portfolio in a FOMO economy
“It does feel like FOMO is back”: Those few words encapsulate just how worried Rhett Kessler, the CIO of Pengana...
The impact of COVID-19 on private equity markets
The impact of COVID-19 on financial markets has been profound and, in most cases, has negatively impacted the value of...
Some areas we are looking at given the current market conditions
"The tech sector looks ‘very expensive’ but US health insurers could be attractive." Pengana International Deputy Portfolio Manager Steven Glass talks...
Webinar: Fully franked dividends and portfolio performance. Our updated investment mandate
Historically, Australian investors have prized stable, higher yielding, fully franked dividends stocks above all else, focusing on Australian “blue chips”....
Australian Equities Capital raisings, company-specific events and how corporate Australia is coping
Australian companies raised more money from follow-on offerings in April than at any other point in history, including the depths...
Australian Equities Fund Webinar, May 2019
The increasing bifurcation in valuation multiples between ‘market darlings’ and what may unkindly be called the ‘plodders’ continues to offer...
PIA looks to stable, fully franked dividends over the coming year
The Board of Pengana International Equities Limited (“PIA”) has re-confirmed its objective to, and its high degree of confidence in,...