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Everything from Pengana Capital

Decarbonisation to play bigger role in commercial property valuations

From Pengana Capital

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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07 Jul 2023

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

From Pengana Capital

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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23 Jun 2023

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

From Pengana Capital

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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29 May 2023

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

From Pengana Capital

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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21 Apr 2023

Pengana Capital boosts distribution team with new appointment

From Pengana Capital

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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01 Mar 2023

Can AREITs continue their run as reporting season reveals all?

From Pengana Capital

AREITs have jumped out of the blocks in 2023 and there is some optimism this asset class can continue its recovery, however there are some key questions for this reporting

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17 Feb 2023

Inflation, rates opening up more private equity opportunities for 2023

From Pengana Capital

Current market dislocations caused by inflation, rising interest rates and higher volatility, have opened up more opportunities for private equity investment in 2023, according to a private equity expert. Russel

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02 Feb 2023

Dislocation periods provide opportunity in ESG investing

From Pengana Capital

Dislocation periods such as those currently experienced by markets provide good opportunity to target companies which are dynamically changing and improving their ESG ratings, according to an ethical investing expert.

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19 Aug 2022

Opportunities in private equity remain compelling during volatility

From Pengana Capital

The chance to invest in mid-market private equity companies at favourable valuations has seen the Pengana Private Equity Trust (ASX: PE1) increase its commitment to several international private equity strategies.

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28 Jul 2022

Demographics on ESG investing misunderstood

From Pengana Capital

The common belief that ESG investing’s popularity is being driven by younger generations including millennials and generation Z is a misconception, according to an ESG investing specialist. The hunger for

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08 Jul 2022

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]