Developing and distributing active funds,
locally and around the globe.
Over the past 18 months, the Reserve Bank of Australia (RBA) has changed tack from “the next move in interest rates is up” [1] to a dovish bias. So much so, that this year they have cut the official ... read article
By Julian Beaumont, investment director at Bennelong Australian Equity Partners. This article first appeared in Money Management, 20 September 2019. Investors, advisers and their clients ... read article
One of the many rewarding aspects of our job is the opportunity to meet current and prospective investors – discussing our investment strategy and philosophy, and portfolio positioning. As ... read article
Amager Bakke, Copenhagen – waste to energy plant that doubles as a ski slope. Source: 4D Infrastructure A cornerstone of our investment process is company management meetings and site visits. ... read article
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