Pengana International Equities Limited
How investors can avoid the zombie apocalypse
Tim Richardson CFA, Investment Specialist “A bank is a place that will lend you money if you can prove that...
Are we heading back to 70s-style stagflation?
Tim Richardson CFA, Investment Specialist “This is nothing like the 1970’s, which was a pretty dismal period, and not just...
Can shares build wealth in a new era of higher inflation?
Tim Richardson, Investment Specialist – Pengana International Equities Range of Funds “I remember the $0.05 hamburger and a $0.40-per-hour minimum...
Quality Growth International Equities
Portfolio Manager Peter Baughan provides a portfolio update and insights from the reporting season.
- Axiom International Fund
- Harding Loevner International Fund
- Pengana International Equities Limited
- Insights
Will growth stocks outperform once again?
Global growth stocks enjoyed a golden period in recent years. This continued throughout the pandemic as lifestyles (and spending habits)...
- Axiom International Fund
- Pengana International Equities Limited
- Harding Loevner International Fund
- Insights
How long should I 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....
Harding Loevner Fund Investment Update
Portfolio Manager Peter Baughan provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
PIA announces another fully franked quarterly dividend
1.35c per share Fully franked at a tax rate of 30% 5.0% yield1 On a cash basis ...