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10 year
Quay Global Investors
Quay reaches 10-year milestone with double digit returns
Quay celebrated its 10-year fund anniversary, returning 10.05 per cent per annum* since inception to investors in its Quay Global Real Estate Fund (Unhedged).
News 2 min read
11 September 2024
US recession
Quay Global Investors
Investment Perspectives: Is the US headed for recession?
In financial markets, there’s always something to worry about.
Articles 8 min read
9 September 2024
bennelong-and-leadenhall-announce-distribution-agreement
Bennelong Funds Management
Bennelong and Leadenhall launch ILS fund in Australia
Bennelong Funds Management and Leadenhall Capital Partners have now opened the LCP Insurance Linked Securities Fund for investment.
News 2 min read
19 August 2024
REIT timing
Quay Global Investors
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
2
Canopy Investors
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
1
Bennelong Funds Management
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
Trip Insights_US July
4D Infrastructure
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
Quay Global Investors
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
Investment Perspectives: Why listen to central banks
Quay Global Investors
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