pengana high conviction

ESG investing continues to grow at a rapid rate. This is driven by investors wanting their investments to be aligned with their beliefs, to mitigate investment and...

This month, Australia’s two largest economies started reopening after months of lockdown, with expectations that it could unleash a wave of consumer spending and...

Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising for the fund. In particular,...

As we come out of lockdown, our focus turns to the two real estate sub-sectors which have been most affected, retail and office, and assessing how these sectors will...

Looking at the reporting season scorecard, there was a vast improvement compared to last year. 15 REITs provided either EPS or DPS guidance. Those withholding guidance...

Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising for the Fund. In particular,...

The last three months have seen a dramatic rally in the AREIT sector as Australian 10-year bond yields came down from highs of 1.9% in late February to 1.5% currently,...

One of the key areas of focus during March was the strength of the residential market. What a difference six months has made! Back in September 2020, market...

The sharp rise in bond rates from below 1% at the end of last year to now 1.7% caused a sell-off in yield-sensitive sectors such as REITs. Consistent with market...

As structural and secular trends are disrupting the retail, office and industrial sectors, these trends are also supporting the emergence of alternative sectors. In...