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Ethical investing – an every day priority?

Investors aim to maximise their returns but want to understand the impact companies in their portfolios have on the wider...

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Identifying winners as technology changes the world

The Fund currently holds a 28% weighting in the technology sector, with significant further investments in dynamically growing tech-orientated companies....

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Will artificial intelligence bring genuine profits?

Tim Richardson CFA, Investment Specialist Artificial Intelligence (AI) promises to transform the way we work. Some enterprises will adapt to...

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Can ESG and sustainable investing really help build wealth?

Tim Richardson CFA, Investment Specialist ESG and sustainable investing can enhance long-term risk-adjusted investment returns. Analysing and managing ESG risks...

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Is now a good time to invest in Japanese shares?

Tim Richardson CFA, Investment Specialist The sun may finally be rising on Japan’s share market. Higher inflation and a changing...

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What the weaker credit cycle may mean for share market investors

Tim Richardson CFA, Investment Specialist The global economy is seeing a deterioration in credit conditions as higher interest rates and...

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Does quality growth investing still deliver?

Tim Richardson CFA, Investment Specialist Global quality growth stocks underperformed during 2022. This was due to a perfect storm of...

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Is a re-opened China a danger or an opportunity?

Tim Richardson CFA, Investment Specialist Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges...

Pengana Capital Group