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Everything from Pengana Capital

Pengana International Equities Fund proposes restructured offering amidst changing needs of investors, announces plan to boost income returns for shareholders

From Pengana Capital

The $374 million Listed Investment Company, Pengana International Equities Fund (ASX: PIA), has announced a proposal to boost shareholders’ income returns via a new structured global private credit exposure targeting

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25 Aug 2025

Data shows PE has turned a corner, but sentiment yet to catch on

From Pengana Capital

Data shows that global private equity (PE) is on the rebound, yet sentiment hasn’t caught up and good discounts are still available, according to Adam Myers, Executive Director at Pengana

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12 Aug 2025

Global private credit to move from ‘niche’ to necessity as demographic shifts favour steady income

From Pengana Capital

Global private credit can move from a ‘niche’ asset class to a necessity for Australian investors, as demand for reliable income-producing investments grows due to significant demographic drivers, according to

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03 Jul 2025

Interest rates to help AREIT growth but uncertainty for office property remains

From Pengana Capital

Potential for improved earnings growth among AREIT stocks is emerging as an additional boost to the sector following a second interest rate cut for the year, and while some office

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03 Jun 2025

Global private credit momentum to continue on back of higher for longer rates, increased corporate activity

From Pengana Capital

Investor demand for global private credit is set to continue on the potential for interest rates to remain ‘higher for longer’, and increased signs of corporate activity in key markets,

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17 Dec 2024

Global equities: evidence suggests markets underestimating Generative AI earnings trajectory

From Pengana Capital

Data suggests it’s still early days for the generative AI infrastructure theme, with reasons to be confident certain high-quality companies aligned to AI’s rapid adoption will deliver earnings growth well

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13 Dec 2024

Pengana Emerging Companies Fund celebrates 20 years, sees no end to alpha opportunities in smaller companies

From Pengana Capital

One of Australia’s longest standing investment teams is celebrating 20 years together, and says history shows active management will remain key to small cap stock investing regardless of what challenges

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26 Nov 2024

A-REITs ripe for alpha generation as performance divergence widens

From Pengana Capital

A-REIT securities are ripe for generating alpha as the asset class exhibits a wide divergence in performance among different stocks, according to a listed property investment specialist. While the A-REIT

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24 Oct 2024

Pengana sees continued growth in global private credit, launches new SMA Fund

From Pengana Capital

Pengana Capital Group continues to grow its non-institutional private credit division, Pengana Credit, announcing the launch of a unique separately managed account fund (SMA Fund) solution as part of a

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15 Oct 2024

Previous headwinds becoming tailwinds for global PE

From Pengana Capital

There is potential for a rebound in valuations and multiple appreciations in global private equity as previous headwinds abate for the asset class, according to a private equity specialist. Fred

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10 Oct 2024

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