Pengana International Equities Limited

• Pengana International Equities Limited
• Axiom International Ethical 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 Ethical 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  ...

• Pengana International Equities Limited
• Harding Loevner International Fund
• Insights

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...

• Pengana International Equities Limited
• Harding Loevner International Fund
• Insights

Are we heading back to 70s-style stagflation?

Tim Richardson CFA, Investment Specialist  “This is nothing like the 1970’s, which was a pretty dismal period, and not just...

• Pengana International Equities Limited
• Harding Loevner International Fund
• Insights

An interview with Ray Vars Investment Specialist – Harding Loevner

• Pengana International Equities Limited
• Harding Loevner International Fund
• Insights

Can shares build wealth in a new era of higher inflation?

Tim Richardson, Investment Specialist – Pengana International Equities Range of Funds “I remember the $0.05 hamburger and a $0.40-per-hour minimum...

• Pengana International Equities Limited
• CPD Portal
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• Webinars

Quality Growth International Equities

Portfolio Manager Peter Baughan provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...

• Pengana International Equities Limited
• Axiom International Ethical Fund
• Harding Loevner International Fund
• Insights

Will growth stocks outperform once again?

Global growth stocks enjoyed a golden period in recent years. This continued throughout the pandemic as lifestyles (and spending habits)...

• Harding Loevner International Fund
• Pengana International Equities Limited
• Axiom International Ethical Fund
• Insights

How long should I wait to buy growth stocks?

Investment textbooks tell us that value stocks generally outperform growth stocks in periods of rising interest rates and economic slowdowns....