Why REITs, why now, why us?

The last financial year was all about the rising cost of capital in response to stubbornly high inflation rates. This...

A new playing field

We believe the market is entering a new playing field with higher inflation, higher interest rates, and lower growth.  The...

AI’s role in sustainable investing

May seems to have been the unofficial artificial intelligence (AI) month.  Every day seemed to bring a new development, every...

From fear of inflation to fear of recession, and 2 factors to drive outperformance

The Australian REIT sector continued its rollercoaster ride of performance, delivering a +5.2% return in April, after the RBA’s pause...

How to diversify your franked dividends with global equities

The attractive dividends that investors have come to expect from Australian companies are under pressure from a trifecta of separate,...

Ozempic – Is Novo Nordisk’s diabetes and weight loss drug a miracle or a menace?

In a society riddled with low self-esteem and mental health issues, weight loss can be a controversial and difficult topic....

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...

Q&A with Seb Beloe on Sustainability and SDR

How do you think about sustainability at WHEB? How do you set your priorities? Magnetic north is the positive impact...

The EU Taxonomy – ‘Tout ça pour ça?’

‘Tout ça pour ça?’ or ‘all that for this?’ was the title of a hit-and-miss 1990s comedy by celebrated French...

Pengana Capital Group