Pengana International Equities Limited
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
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...
How investing sustainably needs active managers to make the world a better place and investors richer
Tim Richardson CFA, Investment Specialist Investors concerned about sustainability should understand clearly what they expect from their portfolio - and...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
10 themes powering earnings growth as the global economy slows
Tim Richardson CFA, Investment Specialist The impact of the global economic slowdown on profitability will be highly stock specific. Earnings...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
What the slowing economy means for equity investors?
Tim Richardson CFA, Investment Specialist High interest rates and weak real earnings growth are pushing consumer spending down and slowing...
The Last Great Malls on Earth
In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? The...
Can we save the planet and still keep the wheels turning?
Tim Richardson CFA, Investment Specialist Developed economies are striving to decarbonise transport. But China dominates the EV battery supply chain,...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Will luxury goods make your investment fund look fabulous as the economy slows?
Tim Richardson CFA, Investment Specialist “Luxury goods are the only area in which it is possible to make luxury margins.” ...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
How international travel will make your investment fund more elegant
Tim Richardson CFA, Investment Specialist “Luxury hasn't been democratised; it's been globalised.” - François-Henri Pinault, Chairman and CEO, Kering ...
How investors can avoid the zombie apocalypse
Tim Richardson CFA, Investment Specialist “A bank is a place that will lend you money if you can prove that...