international fund

Latest news and analysis on international fund

Macro

Deglobalisation – What does it mean for international share markets?

Rising inequality, supply chain risk and geo-political distrust have brought the decades-long march of globalisation to a halt. Deglobalisation is now creating winners...
Tim Richardson
Pengana Capital Group
Macro

Is structural change or the economic cycle driving global share markets?

Global share markets are always driven by both structural change and the economic cycle to some degree. It is the weighting of the two drivers that varies over time....
Tim Richardson
Pengana Capital Group
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