Financial stocks NAB and CBA generated strong performance for the Pengana Australian Equity fund last month.
High-quality growth stocks are expected to perform relatively strongly in the next phase of the economic cycle, writes Tim Richardson.
Over two-thirds of advisers believe it is their responsibility to align clients’ investments with their value as the interest in ...
The Pengana International Equities fund is taking steps to reduce its exposure to China as it is concerned about the ...
The sell-off in property has opened up some good buying opportunities in quality and alternate Australian Real Estate Investment Trusts ...
There are many different ways of looking at ESG, including often-overlooked opportunities for alpha generation via companies improving their ESG ...
While China’s regulatory reforms have shaken confidence among many investors, the compelling nature of some of China’s high-quality, innovative growth ...
The Pengana WHEB Sustainable Impact fund more than tripled funds under management in 2021 as a result of its partnership ...
Listed companies are a natural fit for impact investing due to their reporting and compliance demands and they can help ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
