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Market Wraps
international funds
Latest news and analysis on international funds
Equities
January 31, 2025 10:01
Should investors worry about tariffs?
The prospect of the new Trump administration raising tariffs may have helped push up interest rate expectations, bond yields, and the US dollar. While US equity...
Tim Richardson
Pengana Capital Group.
January 31, 2025 10:01
Asset Allocation
April 25, 2024 08:00
Have you been fooled by thematic ETFs?
Thematic ETFs underperform their index peers, preying on your behavioural biases
Luke Laretive
Seneca Financial Solutions
April 25, 2024 08:00
Equities
April 08, 2024 08:13
Disruptive innovation – Unequal growth in a changing world
Technological advances and innovative business models are transforming the size and structure of entire markets. New technologies are being adopted more rapidly than...
Tim Richardson
Pengana Capital Group.
April 08, 2024 08:13
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Equities
February 10, 2024 07:00
How to choose an international fund manager
Building on our wire last year, I’ll run through the process of designing the Global Equities portfolio at Seneca Financial Solutions.
Luke Laretive
Seneca Financial Solutions
February 10, 2024 07:00
Funds
February 15, 2023 08:48
10-Year anniversary of the Forager International Shares Fund: Reflections and plans for the future
Last week we passed an important milestone: the 10-year anniversary of the Forager International Shares Fund. It has been an eventful first decade for our foray into...
Steve Johnson
Forager
February 15, 2023 08:48
Investment Theme
December 15, 2021 14:32
ESG: Deconstructing returns
Since its inception almost 25 years ago, Axiom, the manager of the Pengana International Axiom Ethical Fund, has incorporated Environmental, Social, and Governance...
Will Deer
Pengana Capital Group
December 15, 2021 14:32
Equities
October 28, 2021 13:21
China's leaders move to protect nation's long-term health
In the spring of 2020 – in the early stages of the global pandemic – we marvelled at the resiliency of the Chinese stock market, which we ascribed to the country’s...
Will Deer
Pengana Capital Group
October 28, 2021 13:21
Equities
May 20, 2021 16:37
‘Til debt do us part
Through bull times and bear times, those investors who stay true to their ‘quality’ principles have reaped the rewards of accumulating wealth and preserving capital. ...
Russel Chesler
VanEck
May 20, 2021 16:37
Asset Allocation
April 19, 2021 15:02
Biden’s US$2.3 trillion infrastructure plan
Recently President Biden unveiled his US$2.3 trillion infrastructure plan. The plan aims to revitalise US transportation infrastructure, water systems,...
Russel Chesler
VanEck
April 19, 2021 15:02
Equities
May 06, 2020 12:02
SimCorp: a niche supplier to the finance industry
Copenhagen headquartered SimCorp is the global leader in integrated software solutions for large asset managers, insurance companies and sovereign wealth funds. Its...
Alvise Peggion, CFA
Fairlight Asset Management
May 06, 2020 12:02
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Buy Hold Sell: 5 giant ETFs rated (VAS, QUAL, NDQ plus
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