All Articles tagged with 'Amy Pham'

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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

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

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

From Pengana Capital

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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24 Jan 2024

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

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

Earnings certainty attracts capital flows into alternative A-REITs

From Pengana Capital

The A-REIT property sectors are each reacting differently to the higher interest rate environment but alternative real estate sectors are a current stand-out, according to Amy Pham, Portfolio Manager for

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01 Jul 2022

Unique ESG property securities fund snags early investment rating

From Pengana Capital

Australia’s only high conviction property securities fund with an ESG focus has achieved an early ‘investment grade’ rating from Lonsec, after being launched just two years’ ago. The Pengana High

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12 May 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 [...]