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REIT timing
Investment Perspectives: Thinking about (REIT) timing
After a slew of favourable economic data points over the past several months, global central banks appear to be at the beginning of an interest rate easing cycle.
Articles 5 min read
8 August 2024
1
Skerryvore Asset Management acquires BennBridge Ltd
Skerryvore Asset Management, which became a boutique partner with Bennelong Funds Management in 2019, has acquired BennBridge Ltd in the UK (Bennelong’s UK subsidiary), effective from 1 August.
2 min read
7 August 2024
2
Small caps at historic valuation discount even after recent outperformance
In July, U.S. small-cap stocks outperformed their large-cap counterparts by a historically significant margin, catalysed by a cooler-than-expected US inflation read.
Articles 3 min read
7 August 2024
Trip Insights_US July
Trip Insights: The US
This is the 16th in our series of Trip Insights where we share our travel experiences. It follows Peter Aquilina, Portfolio Manager - Sustainability, as he travels through San Diego, Houston, Tulsa, Los Angeles, West Palm Beach, New York and New Jersey, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.
Articles 9 min read
18 July 2024
quay netwealth
Navigating market cycles and opportunities
Chris Bedingfield sat down with Paul O'Connor at Netwealth for a recent episode of the Portfolio Construction Podcast. 
Podcasts 30 min listen
16 July 2024
1
Canopy Investors strengthens team with appointment of Jack McManus
Canopy Investors is delighted to announce the appointment of Jack McManus as Portfolio Manager.
News 2 min read
15 July 2024
Investment Perspectives: Why listen to central banks
Investment Perspectives: Why are we listening to central banks?
Since the global financial crisis, most western economies have relied on central bank policy to manage both inflation and employment.
Articles 8 min read
15 July 2024
Fear and greed
Why New York's 10-year-old pipes excite this investor
CEO/CIO Sarah Shaw recently featured on Fear & Greed's Business News podcast. 
Podcasts 13 min listen
4 July 2024
IP: Canadian housing
Investment Perspectives: The opportunity in Canadian housing
Over the past 24 months, most investors and commentators were ambushed by the resilience and strength of the Australian housing market. Despite prophecies of doom, values have held up in the face of the significant interest rate hiking cycle.
Articles 10 min read
3 June 2024