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Kardinia Capital
Articles
2 September 2021 6 min read

The Long and The Short: What reporting season can tell us about life in Australia

Just as the Australian Census promises to provide a comprehensive snapshot of the country and how we are changing, so too the recently-complete Australian profit reporting season can tell us what life
Quay
Quay Global Investors
Articles
1 September 2021 6 min read

Investment Perspectives: Thinking about office

Imagine you are an office manager for a medium sized firm of 20 employees. Under normal circumstances, you and the staff would occupy around 400 sqm of office accommodation located in the CBD.
Investor update: What the US election and a COVID vaccine means for real estate
Quay Global Investors
News
25 August 2021 2 min read

Higher inflation can be a friend to real estate investors

When investing in real estate, higher inflation is more likely to be a friend than a foe, helping protect investment from supply side issues and driving up the residual value of improvements, says Jus
Quay
Quay Global Investors
10 August 2021 5 min read

Investment Perspectives: REITs and inflation – where is the sweet spot?

We’ve often stated that real estate (listed and direct) tends to outperform equities during periods of high inflation and have previously cited the following chart as evidence of this dynamic.
Skerryvore-banner-insights
Bennelong
News
5 August 2021 1 min read

Bennelong launches Skerryvore’s differentiated emerging markets strategy in Australia

Bennelong Funds Management announced today the launch of the Skerryvore Global Emerging Markets All-Cap Equity Fund in Australia.
westfield
Quay Global Investors
Podcasts
23 July 2021 20 min listen

Quay podcast: housing, retail, office and interest rates

Quay’s Chris Bedingfield speaks with Bennelong’s Holly Old about the team’s latest Investment Perspectives article, 10 charts we’re thinking about right now.
infra
4D Infrastructure
Podcasts
22 July 2021 23 min listen

4D podcast: infrastructure and the global recovery

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 COVI
Michael-Dwyer
Bennelong
News
19 July 2021 1 min read

Michael Dwyer appointed chair of Bennelong boards

Michael Dwyer AM has been appointed as chair of the boards of Bennelong Funds Management Group Pty Ltd (BFMG) and its subsidiary Bennelong Funds Management Ltd (BFML), effective from 1 July 2021.
Bull
Kardinia Capital
Articles
15 July 2021 2 min read

The Long and The Short: The running of the bull

When speaking to clients, our investment team is frequently asked whether the market's extraordinary run is due to come to an end.
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