Pengana Capital

  • Fixed income in a period of uncertainty

    how advisers and portfolio managers should manage the fixed income component of their portfolios

    Michael Frearson (Real Asset Management) and Dale Pereira (Pendal) discuss how advisers and portfolio managers should manage the fixed income component of their portfolios  in an environment where inflation is uncertain

     

  • Manager experience key in private markets

    Private markets provide investors with the opportunity to enhance returns, but illiquid strategies can be complex

    Fred Pollock (GCM Grosvenor), Hagai Netser (Koda Capital), & Nehemiah Richardson (Pengana Credit) explore the opportunity to enhance returns & the challenges of implementing private market assets in portfolios.

     

  • Navigating the headwinds of global equities

    Adding global equities to a multi-asset portfolio provides investors with significantly greater opportunities

    Tim Richardson (Pengana), Hugh MacNally (Private Portfolio Managers), and James Harwood (Russell Investments) discuss opportunities & risks when allocating to global equities for access to sectors/ regions.

     

  • Private markets: A way to optimise portfolios

    Russel Pillemer (Pengana Capital) and Zivan Wong (MLC) take a closer look at private equity & private credit.

    Russel Pillemer (Pengana Capital) and Zivan Wong (MLC) take a closer look at attractive investment benefits with private equity & private credit investments.

     

  • Real assets: A positive long-term story

    real assets offer investors diverse opportunities to access a range of assets that can deliver income, inflation protection

    Mary Power (JANA Investment Advisers), Michael Sheffield (Dexus), and Campbell Ross (Octopus Investments) discuss real assets as a natural inclusion for portfolios

     

  • Responsible investing: What’s on the horizon?

    IMAP Roundtable focus on Responsible investing: What’s on the horizon?

    Adam Myers (Pengana Capital), Nathan Fradley (Ethos Impact Australia), John Woods (Australian Ethical), Tony Adams (Lonsec), & Dr Danielle Kent (University of Sydney) explore challenges of responsible investing when constructing portfolios.

    . 

  • The role of alternatives in portfolios

    Emily Barlow (Perpetual Private) and Russel Pillemer (Pengana Capital) discuss how private markets

    Emily Barlow (Perpetual Private) and Russel Pillemer (Pengana Capital) discuss how private markets and illiquid assets can fit into a portfolio

     

Contact us

Email

 

Phone
0414 443 236