Insights

Sarah Shaw and Greg Goodsell (4D Infrastructure) speak with Dave Whitby (Bennelong Funds Management) about why 4D is looking forward to an inflationary environment in the global recovery; and how COVID is contributing to M&A activity in the listed infrastructure space.

The latest trends in housing, shopping, saving and interest rates – and what they mean for investors.

First quarter earnings are in, and profits are booming.

Quay Global Investors has taken out two of the top gongs in the funds management industry.

Consistent with trends in past budgets, the 2021 Federal Budget saw the Commonwealth Treasurer identify a further A$15.2 billion in new spending on major infrastructure projects, keeping the decade-long infrastructure investment program at A$110 billion. This will spearhead the Federal Government's efforts to boost both jobs and productivity in the COVID-affected national economy.

Over the past decade, ESG awareness, focus and reporting has been increasing among asset owners, companies, and investors alike. The global listed real estate industry is no different, and as investors in this space we have seen significant improvements in recent years in ESG disclosure and initiatives.

Chris Bedingfield discusses inflation and how COVID has changed the office sector.

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?

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.