Investors must look through inflation to focus on bigger picture themes such as growth scarcity in global equities

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While US inflation concerns and breakout stocks such as Nvidia are currently hogging the limelight in global equity markets, broader growth opportunities are currently scarce and could have more influence

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2024 a potential turning point for AREITs yet recovery will not ‘lift all boats’

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2024 could be a turning point for AREITs following a period of rate hikes and rising bond yields, according to Amy Pham, Portfolio Manager for the Pengana High Conviction Property

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Global Private Credit has bigger role to play as inflation/interest rate cushion for investors

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Global private credit can play a bigger role in diversifying Australian investment portfolios, as sticky inflation and the prospect of yet more rate rises continue to eat into returns. This

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Pengana Capital Group launches first Global Private Credit Fund

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Pengana Capital Group has opened its first diversified global private credit investment fund for Australian wholesale and sophisticated investors. The Pengana Diversified Private Credit Fund is a significant early step

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Pengana Capital Group further bolsters Private Credit arm with the appointment of Mercer as investment advisor

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Pengana Capital Group has announced the appointment of global investment powerhouse Mercer to act as investment advisor on the portfolio construction for its recently launched private credit arm, Pengana Credit

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Decarbonisation to play bigger role in commercial property valuations

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Decarbonisation in the built environment is becoming more important to property valuations in a higher interest rate, higher inflation setting as investors put more emphasis on sustainability, according to Amy

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Pengana Capital Group scores high calibre financial services executives to lead global private credit offering

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Pengana Capital Group has secured two high-calibre senior executive appointments, including a former Citigroup treasurer, to lead its recently launched private credit business, Pengana Credit, which aims to revolutionise previously

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‘Over-exposed’ Aussie dividend investors may need to broaden horizons as overseas stocks improve payouts

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The drop in local dividends has the potential to become more acutely felt as more Australian investors have become ‘over-exposed’ to a small number of sectors, according to Tim Richardson,

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Pengana and Soul Patts joins forces to bring private credit to investors and advisers

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Australian diversified fund manager, Pengana Capital Group (ASX: PCG or Pengana), has announced a joint venture with major shareholder Washington H. Soul Pattinson (ASX: SOL or WHSP) to offer Australian

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Pengana Capital boosts distribution team with new appointment

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Pengana Capital Group has added to its distribution team, appointing experienced investment banking professional Fraser Herd as new Distribution Manager for the NSW region. Prior to joining Pengana Capital, Mr

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