Recent sell-offs by nervous investors have created a number of attractive investment opportunities. Fund manager Rhett Kessler examines how investors can go on the investment offensive and profit from market volatility.
The mining boom has created a number of attractive investment opportunities for related industries. Fund managers Ed Prendergast and Steve Black look at the implications of this and examine how Pengana’s Emerging Companies fund is capitalising on these opportunities.
When analysing the potential merits of different investments, a key consideration for investors is the difference between returns attributable to the market, and the returns attributable to the skills of the fund manager
A Sharper View is an interactive online quarterly publication which analyses topical market developments and provides insights around their investment implications.
Our fund managers share investment insights by offering expert analysis on the factors that are currently impacting investment markets and decisions.
Nick Griffiths, Chief Investment Officer at Pengana Capital opens each edition with a broad investment outlook that gives an overview of market conditions and our investment strategies.
A Sharper View is designed to help Pengana clients and other investors identify investment opportunities.
For access to the current edition of A Sharper View, please click on the ‘Subscribe now’ button.