pengana international equities

Global share markets seem to be more concentrated as earnings growth has become scarce and focussed on a small group of mega corporations. These businesses have...

Sticky inflation may force central banks to keep interest rates elevated for an extended period after they stop hiking. Investors should consider how this will impact...

Artificial Intelligence (AI) promises to transform the way we work. Some enterprises will adapt to AI to grow earnings and/or reduce costs, whilst others will see...

How to access fully franked dividends whilst diversifying your portfolio with global equity investments

The sun may finally be rising on Japan’s share market. Higher inflation and a changing business culture in Japan are pushing companies towards a greater focus on...

The global economy is seeing a deterioration in credit conditions as higher interest rates and tighter lending criteria increase the cost and reduce the availability...

Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges remain. Global investors have some dangers...

Investors concerned about sustainability should understand clearly what they expect from their portfolio – and know what their chosen investment product is delivering....

In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? The Investment team behind the Pengana...

Tim Richardson examines the business models which are best positioned for earnings growth in a slowing economic environment.