Quay podcast: why we aren’t worried about inflation
Chris Bedingfield discusses inflation and how COVID has changed the office sector.
Investment Perspectives: Six reasons to not worry about inflation
It’s that time in the cycle again. US bond markets and commentors are worried about inflation. But with US unemployment at 6.2%, should this be a concern?
Global Matters: Green hydrogen - a European case study
While the speed of ultimate decarbonisation remains unclear, there appears to be a real opportunity for multi-decade investment as every country moves towards a cleaner environment.
New Bennelong hires support domestic and offshore clients
Bennelong Funds Management has appointed Amara Haqqani to the newly created role of chief client strategy officer.
Investment Perspectives: Updating the ‘total return quilt’
The year 2020 was extraordinary for most risk assets. As we wrote in last month’s Investment Perspectives, the unprecedented fiscal response to the pandemic caught some investors wrong-footed.
4D podcast: the unique investment opportunity in global listed infrastructure
Join 4D Infrastructure’s Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, as she discusses the current opportunities in the infrastructure sector with Jodie Saw, Account Director Investments (QLD) at Bennelong Funds Management.
Quay podcast: market shifts, portfolio performance, and what the RBA will do next
Quay’s Chris Bedingfield talks with Bennelong’s Dave Whitby about how markets have changed over the past four months and where the current opportunities are in listed global real estate.
Investment Perspectives: Let’s get fiscal
The year 2020 will be remembered for many events. Besides COVID-19, there were the Australian bushfires and US political turmoil.
Global Matters: 4D's 2021 Outlook
To state the obvious, 2020 was a year like no other. The COVID-19 pandemic presented challenges the likes of which individuals, businesses and governments have never experienced before. The impact of this was to push an otherwise pretty robust global economy into recession, force lockdowns and create social dislocation on a previously unimaginable scale.
