Insights
Greenwashing, regulation and sustainable investment
Seb Beloe, Partner & Head of Research, Pengana WHEB Sustainable Impact Fund A few years ago, I was fortunate enough...
Savvy Australian investors are diversifying with Israeli innovation stocks
A Q&A with one of Israel’s leading equity fund managers. Sagi Ben Yosef, Alpha LTI Q. What does Alpha LTI invest...
Governance of technology and COVID-19
The global response to COVID-19 has been nothing short of a technological revolution in the healthcare sector. Ty Lee from...
Will the cost of living inflation crash the asset price party?
Rhett Kessler, Pengana Australian Equities Fund Markets have bounced back strongly from the Covid-19 induced lows which, combined with the...
It’s time to invest in the most tech-obsessed country in the world
The global leader with more start-ups and R&D than anywhere else. Russel Pillemer, Pengana Capital Group We are well and...
The housing boom – and how to get exposure via REITs
One of the key focuses during the month was the strength of the residential market. What a difference six months...
Investing in Private Equity for everyday investors
Listed Private Equity is a gamechanger for Australian retail investors. Never before have Australian retail investors been able to gain...
The broad spectrum of healthcare technologies helping to get us out of this pandemic
On 10 January 2020, the first novel coronavirus genome sequence was made public. This accomplishment effectively fired the starting gun...
Crisis silver lining – resilient business models and competent management validation
The February reporting season provided a few unusual insights due to the economic impact of COVID-19. In particular, it confirmed...