Insights
What does it mean for WHEB to be a B Corp?
Laura Grenier (Director of Operations) I had only recently joined WHEB in 2015 when George Latham (Managing Partner) asked me...
Deglobalisation – What does it mean for international share markets?
Rising inequality, supply chain risk and geo-political distrust have brought the decades-long march of globalisation to a halt. Deglobalisation is...
A 5 minute Outlook on Global Private Credit
Summary:CEO of Pengana Credit, Nehemiah Richardson discusses the outlook for global private credit over the next six months, focusing on...
Private Credit – 4 minute Investor Update
Summary:CEO of Pengana Credit, Nehemiah Richardson provides an update on the performance of Pengana Credit's Wholesale Private Credit Fund, launched...
Global Private Credit Sector – 3 minute Recap
Summary: Nehemiah Richardson is the CEO of Pengana Credit, primarily investing in mid-market corporates and lenders in the US and Europe....
Why Axiom believes Nvidia’s growth defies bubble concerns
Nvidia’s shares are not in a bubble, according to Bradley Amoils, a growth-obsessed investor whose fund returned 47 per cent in...
2023 In Review with Portfolio Manager Ed Prendergast
In this interview, Lana Ward speaks with Ed Prendergast, the Portfolio Manager for the Pengana Emerging Companies Fund, where...
2023 In Review with Portfolio Manager Amy Pham Copy
In this interview, Adam Myers speaks with Amy Pham, the Portfolio Manager for the Penana High Conviction Property Securities...
Is structural change or the economic cycle driving global share markets?
Global share markets are always driven by both structural change and the economic cycle to some degree. It is the...