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Numbers Don’t Lie

My first-year quantitative analysis lecturer liked to remind us: “Numbers don’t lie.” If that’s true, then the past 15 years...

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Interest rates to help AREIT growth but uncertainty for office property remains

Potential for improved earnings growth among AREIT stocks is emerging as an additional boost to the sector following a second...

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A-REITs ripe for alpha generation as performance divergence widens

A-REIT securities are ripe for generating alpha as the asset class exhibits a wide divergence in performance among different stocks,...

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A-REIT vs G-REIT – It’s a case of quality over quantity

Summary: Despite greater diversification and a global set, Australian REITS “A-REITS” have historically outperformed their global peers “G-REITS”. There are...

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Inside the Rope Podcast: Amy Pham – Property Insights: Navigating Offices, Retail, and Data Centers

Portfolio Manager of the Pengana High Conviction Property Securities Fund, Amy Pham, was recently featured in a podcast episode of...

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2023 In Review with Portfolio Manager Amy Pham

  In this interview, Adam Myers speaks with Amy Pham, the Portfolio Manager for the Penana High Conviction Property Securities...

Pengana Capital Group