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Market Wraps
Impact Investing
Latest news and analysis on Impact Investing
Investment Theme
November 11, 2022 10:45
Unpacking the impact of our software holdings
What is there not to like about software companies? They tend to operate at high margins, benefit from astonishing operational leverage and run a negative working...
Ted Franks
Pengana Capital Group
November 11, 2022 10:45
Macro
September 14, 2022 09:28
The US Inflation Reduction Act: How significant is it?
The BBC’s trilogy ‘Big Oil vs The World’ is a depressing playlist of missed opportunities for climate action since the 1970s. Its episodes entitled ‘Denial’, ‘Doubt’...
Ted Franks
Pengana Capital Group
September 14, 2022 09:28
Education
August 10, 2022 09:23
Is air conditioning a solution to heat waves?
Originally from Hong Kong, I am used to hot summers consistently above 30°C but I have never known a day exceeding 40°C. Who would have thought that I would first...
Ted Franks
Pengana Capital Group
August 10, 2022 09:23
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Education
July 25, 2022 11:30
Video: Aligning Capital and
Consciousness
In Session 1 of our Conscious Capitalism series Executive Director Adam Myers provides a deep dive into the latest trends and innovations in conscious capitalism and...
Pengana Capital Group
Pengana Capital Group
July 25, 2022 11:30
Education
July 25, 2022 11:30
Video: The road to
improvement
In session 2 of our Conscious Capitalism series, Pengana Axiom International Ethical Fund portfolio manager Bradley Amoils observes that improvements in the ESG...
Pengana Capital Group
Pengana Capital Group
July 25, 2022 11:30
Education
July 25, 2022 11:30
Video: Finding Solutions in unlikely
places
What does society owe each of us and what do we owe in return? The answer is our social contract and we are living in a time when many feel it is not working. In...
Pengana Capital Group
Pengana Capital Group
July 25, 2022 11:30
Education
July 25, 2022 11:30
Video: Professional Panel Audience
Q&A
In session 4 of our Conscious Capitalism series, join our hosts and all 3 speakers in a live audience Q&A panel session where attendees present our panel with any...
Pengana Capital Group
Pengana Capital Group
July 25, 2022 11:30
Education
July 21, 2022 14:15
Lower-income households disproportionately affected by food insecurity
Consumers around the world are under pressure from rising inflation which erodes the value of real wages and savings. But these effects are not felt equally. Due...
Ted Franks
Pengana Capital Group
July 21, 2022 14:15
Investment Theme
June 15, 2022 10:35
Indecisive Dave and the backlash against
ESG
For readers who have yet to discover the great British comedy ‘The Fast Show’, you are in for a treat. I was reminded of one of the show’s characters known as...
Ted Franks
Pengana Capital Group
June 15, 2022 10:35
Decarbonisation
May 12, 2022 13:45
The theme attracting one-third of every investible dollar
Hari Balkrishna at from T Rowe Price believes impact investing is the perfect theme to invest in if you want to continually find companies with exciting growth...
Angus Kennedy
Livewire Markets
May 12, 2022 13:45
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