Insights
Testing the ethics of impact investing
We are seeing an increased desire from investors to invest with impact; but is there sufficient integrity in the market?...
New investor credo: in private equity we trust
Image credit: Jane Dempster/The Australian Licensed by The Copyright Agency (David Rogers, The Australian) Russel Pillemer has been blown away...
8 pillars for investing in uncertain times
Many of us are struggling to make sense of the world at the moment. It seems to lurch from crisis...
PE1 Portfolio Update
One of the benefits private companies have in times of extreme volatility and market turmoil is an ability to pivot...
When small is big
The alpha generating capability of actively managed global small companies is set to soar after a crisis. Performance Small caps...
COVID’s winners and losers in Australian real estate
Since the onset of the COVID-19 pandemic, the listed property sector has been amongst the most impacted. The S&P/ASX 300...
Building our portfolio in a FOMO economy
“It does feel like FOMO is back”: Those few words encapsulate just how worried Rhett Kessler, the CIO of Pengana...
The impact of COVID-19 on private equity markets
The impact of COVID-19 on financial markets has been profound and, in most cases, has negatively impacted the value of...
Some areas we are looking at given the current market conditions
"The tech sector looks ‘very expensive’ but US health insurers could be attractive." Pengana International Deputy Portfolio Manager Steven Glass talks...