Can ESG and Sustainable Investing Really Help Build Wealth?
Analysing and managing ESG risks helps investors better understand the resilience of business models and their cash flows, in turn helping build stronger portfolios.
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Is Now a Good Time to Invest in Japanese Shares?
Pengana’s Tim Richardson believes there is an opportunity to boost long-term returns through selective exposure to high-quality, well-aligned Japanese companies.
Read MoreCommercial Real Estate Concerns – Are they Justified?
Pengana Capital explains how the recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real estate in Australia.
Read MoreDoes Quality Growth Investing Still Deliver?
Pengana Capital’s Tim Richardson believes that Australian investors can now gain exposure to high-growth trends via top-quality global businesses at attractive price levels.
Read MoreDoes Size Still Matter in 2023?
Pengana’s Tim Richardson believes Australian investors could enhance their long-term risk-adjusted returns by properly diversifying their portfolios into global smaller companies.
Read MoreThe Paradox of Emily in Paris
Claire Jervis from Pengana Capital takes a look at why most brands’ commitments to ‘Sustainable Fashion’ are as empty and vapid as the storyline of Emily in Paris.
Read More2022 A-REITs in a Nutshell
Pengana explains why they currently favour the logistics sector and FMs based on quality and growth, along with the alternative sub-sectors for their defensive earnings.
Read MoreWhere on Green Earth Do We Store All This Wind and Solar Power?
In a global energy transition characterised thus far by imperfect solutions and uneven progress, the market for one critical piece of the puzzle is about to blow up.
Read MoreHow Investors Can Avoid the Zombie Apocalypse
There is a large number of ‘living dead’ companies struggling to generate the operating profits required to meet debt interest payments – all of which should be given a wide berth.
Read MoreThe Streaming Wars Take a Commercial Break
The battle between Netflix and Disney that was cheered on by the market in recent years suddenly has investors booing both companies – but maybe not for long.
Read MoreWill Growth Stocks Outperform Once Again?
Pengana believes there are sound reasons why many high-quality growth stocks are expected to perform relatively strongly in the next phase of the economic cycle.
Read MoreHow Long Should You 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, but when is it time to pivot back?
Read MoreDiversifying Australian Equity Income
Dividend yields (on average) now exceed pre-COVID levels, but averages can be misleading; deeper analysis reveals that these dividends have become highly concentrated.
Read MoreA Frontline View on Inflation and its Persistence
Anecdotal reports from the companies Pengana Capital follows indicate differing impacts from rising prices—and offer a few clues to where inflation is headed.
Read MoreA Stellar Year for REITs – Will this Continue into 2022?
Despite the well-documented challenges, 2021 has been a successful year for AREITs. Pengana Capital looks into whether or not this trend will carry over into the new year.
Read MoreWHEB’s Approach to Biodiversity
Somewhat lost among the all-encompassing threat of climate change, the decline in biodiversity is one such issue that rarely receives the attention that it deserves.
Read MoreDrug Pricing and Impact Investing
The issue of drug pricing is not straightforward. The common perception of ’evil pharma’ or governments attacking innovation is unhelpful and oversimplifies a complex challenge.
Read MoreModelling the Metaverse: The Fight to Profit from the Next Big Thing
What has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a part of Big Tech companies’ plans for future growth. And the winner is…
Read MoreThe Impact of Rising Interest Rates on AREITs
With the market expecting interest rates to rise from historic lows, Pengana assesses the impact this would have on AREIT’s earnings and the flow-on effect on cost of capital and valuation.
Read MoreClimate Transition Supply Chains Rely on a Series of Weak Links
Whether you were warned by a friend to buy your Christmas presents in August or have been waiting for the new iPhone 13, you’ll know that global supply chains are facing severe disruption.
Read MoreThree Key Reasons to Hold Private Equity in Your SMSF
Attractive long-term performance coupled with lower risk / correlation to listed equities, as well as improved resilience through market cycles, makes this once hard-to-access asset class increasingly important.
Read MoreStock in Focus: Howard Hughes Corporation
Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising for the Fund.
Read MoreThe Listed Private Equity Revolution
A recent structural innovation now allows retail investors the ability to access global private equity investments via securities traded on major stock exchanges, as Steven Milch from Pengana explains.
Read MoreImmutep Leading the development of immunotherapy for cancer and autoimmune diseases
Pengana Fund manager James McDonald provides insight into why he believes biotech Immutep is very well placed to benefit from the current environment and how it fits in the portfolio structure.
Read MoreThe New Economic Cycle
For the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing monetary and fiscal stimulus.
Read MoreUshering in a New Era of Drug Development
In recent decades, thanks to a deeper understanding of underlying biological mechanisms, drug development has progressed in leaps and bounds as research into new compounds has evolved beyond a trial-and-error approach.
Read MoreTax is a Classic ESG Issue
Like many other ESG issues, tax also tells you a lot about management quality and about how the senior leadership sees the world. Ted Franks from Pengana Capital explains why.
Read MoreThe Healthcare Technologies Helping Us Out of this Pandemic
Advances in genome sequencing and in other healthcare technologies have played a critical role in controlling the COVID-19 pandemic. This article from Pengana Capital explains how.
Read MoreTop 5 learnings from a noise filled reporting season
Having just come out of reporting season, one of the main observations that stood out was the unusually high level of noise.
Read MoreBoulders of uncertainty on share markets
It would not be unfair to say that this has been a challenging year. Consider a global pandemic, economic devastation from the shut-down of a global economy, the deepest recession since the 1930s and record highs for the U.S. equity market. Throw in the upcoming and well documented U.S. election and the uncertainty investors are facing alongside market volatility is almost unprecedented.
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