4D Infrastructure
4D podcast: interest rates, inflation and infrastructure
4D’s Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, speaks with Bennelong’s Jodie Saw about the impact changing interest rates and inflation can have on infrastructure; and the opportunities presented in the asset class.
Quay Global Investors
Investment Perspectives: 12 charts we’re thinking about right now
The latest trends in housing, retail and venture capital – and what they mean for investors.
4D Infrastructure
News & Views: Could the US Supreme Court's decision against the EPA derail decarbonisation efforts?
On 30 June 2022, the Supreme Court of the United States (SCOTUS) ruled in favour of West Virginia and a group of other states in their lawsuit against the Environmental Protection Agency (EPA), potentially limiting the agency’s ability to enforce actions to limit greenhouse gas (GHG) emissions.
4D Infrastructure
4D Infrastructure launches currency hedged fund
4D has launched a new currency hedged fund, the 4D Global Infrastructure Fund (AUD Hedged) (‘the Hedged Fund’).
Quay Global Investors
Investment Perspectives: REITs and navigating the inflation panic
It’s been a tough six months; not only for listed real estate, but for most risk assets as well. Even the natural portfolio risk dampener, sovereign bonds, has suffered.
Bennelong Funds Management
CPD: Digital spring clean – a practical toolkit for advisers to improve their digital effectiveness
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Skerryvore Asset Management
The Indian companies dominating emerging market returns
Investors looking for resilient companies could start taking note of the growing number of multinational success stories domiciled in India.
4D Infrastructure
4D podcast: explaining the country review process
Bennelong’s Dave Whitby speaks with Greg Goodsell, 4D’s Global Equity Strategist, about 4D’s unique country review process – an integral part of the business’s investment process – and its impact on the portfolio.
Bennelong Funds Management
Bennelong’s US growth continues with the appointment of director of business development
Bennelong Funds Management’s US arm, BennBridge, has appointed Broghan Miller to the newly created role of director of business development. Her focus will be on supporting marketing and sales across the United States.