pengana international equities

High interest rates and weak real earnings growth are pushing consumer spending down and slowing the economy. This is now impacting the revenues and earnings of many...

Big moves are underway to onshore production of the essential building blocks of the US economy. This follows concern that dependence on key imports from China could...

Developed economies are striving to decarbonise transport. But China dominates the EV battery supply chain, leaving the west vulnerable to delivery interruptions or...

“Luxury hasn’t been democratised; it’s been globalised.”– François-Henri Pinault, Chairman and CEO, Kering Demand for luxury goods is growing and global travel is...

“A US dollar is an IOU from the Federal Reserve Bank. It’s a promissory note that doesn’t actually promise anything.” – PJ O’Rourke, US humourist The strong US...

“A bank is a place that will lend you money if you can prove that you don’t need it” - Bob Hope There is a large number of ‘living dead’ companies that...

“This is nothing like the 1970’s, which was a pretty dismal period, and not just because of polyester and disco.” – Barry Ritholtz, CEO, Ritholtz Wealth Management ...

“I remember the $0.05 hamburger and a $0.40-per-hour minimum wage, so I’ve seen a tremendous amount of inflation in my lifetime. Did it ruin the investment climate? I...

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...

By 2025, Global ESG assets are on track to exceed $53 trillion, representing more than a third of the $140.5 trillion in projected total assets under management,...