pengana high conviction

The star holding for us in 2021 thus far is US vaccine producer Novavax, which has risen 183% year to date after reporting positive Phase 3 data in its UK and South...

2020 has been all about beta and understanding how the market trades in and around a pandemic induced recession. For AREITs there were obvious winners and losers from...

The global recovery post the pandemic remains uncertain with the fallout from the US election, US fiscal cliff, Brexit, and a COVID-19 second wave sweeping through...

The recent coverage of Coronavirus has really focused the market’s attention on vaccine producers around the world. Whilst Bavarian Nordic doesn’t produce a...