NEWS & INSIGHTS
Commercial real estate concerns – Are they justified?
The recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real...
March madness – what does the banking turmoil mean for sustainable investors?
What happened? On 10th March Silicon Valley Bank (SVB), the 16th largest lender in the US, collapsed. Two days earlier...
ESG Investing – Understanding the challenges harnessing the opportunities
Download Adam Myers's ESG Investing Presentation where he addresses the criticisms and challenges ESG is currently facing as well as...
Small-cap investing: Limiting risk at the riskier end of the market
By Joshua Peach - Morningstar - original article Ed Prendergast, co-fund manager at the gold-rated Pengana Emerging Companies Fund, explains...
Meet the private equity firm pulling back the curtain (and delivering returns for its investors)
By Hans Lee - LiveWire Markets - original article GCM Grosvenor CIO and Pengana Private Equity Trust Fund Manager Fred...
Space wanted: Dead or Alive
“Death is not the opposite of life, but a part of it.” Haruki Murakami In the Amazon series "Upload," set...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Ethical Fund
- Harding Loevner International Fund
- Insights
What the weaker credit cycle may mean for share market investors
Tim Richardson CFA, Investment Specialist The global economy is seeing a deterioration in credit conditions as higher interest rates and...
This property fundie warns REIT investors to do their homework
By Joanne Tran and Emma Rapaport – AFR – original article Pengana Capital portfolio manager Amy Pham was seven years old when she...
- Axiom International Ethical Fund
- Harding Loevner International Fund
- Pengana International Equities Limited
- Insights
Does quality growth investing still deliver?
Tim Richardson CFA, Investment Specialist Global quality growth stocks underperformed during 2022. This was due to a perfect storm of...