Insights
Putting the backbone into a renewable energy future
Renewable energy and electrification can deliver 75% of the energy-related CO2 emissions reductions needed to keep global temperature increases “well...
Investing with Purpose: Exploring the Pengana Axiom International Ethical Fund
The Pengana AXIOM International Ethical Funds offers an option of HEDGED or UNHEDGED portfolios of dynamic and growing companies undergoing...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Why is the neutral rate of interest rising and should we care?
Tim Richardson CFA, Investment Specialist The neutral rate of interest appears to be rising as households spend more and save...
Environmental Policies vs. Economic Realities: Unravelling the Conundrum Amid a Cost of Living Crisis
The recent heat wave sweeping across the globe serves as a stark reminder of the urgency of combating climate change....
Should Aussie global equity investors hedge their foreign currency exposure?
Tim Richardson CFA, Investment Specialist Australian dollar weakness has been supporting Aussie investors’ returns from global equities. But economic recovery,...
Generative AI Through a Fundamental-Research Lens
The following is an excerpt from Investment Manager Harding Loevner's second-quarter report for their Global Equity strategy. Click here to read...
Healthy returns from health care companies
Slowing consumer spending impacts corporate earnings growth across much of the economy. However, health care profits are often driven by...
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...
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....