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.
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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.
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Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising for the Fund.
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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.
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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.
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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.
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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.
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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.
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Having just come out of reporting season, one of the main observations that stood out was the unusually high level of noise.
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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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