Insights

Bennelong Account Director, Jodie Saw, speaks with Chief Investment Officer and Portfolio Manager, Sarah Shaw, about how infrastructure has been performing, 4D’s portfolio, and the opportunities for infrastructure growth despite a tumultuous few years.

Kardinia Capital was established by the team’s principals and Bennelong Funds Management in 2011 after the principals incepted their strategy in 2006.

A sequel to our recent Investment Perspectives, Is the Aussie residential market bottoming?, this article explores how residential markets have fared in the US, UK and Canada, and assesses the medium to long-term outlook for housing.

Bennelong Account Director, Dave Whitby, speaks with Touchstone’s Portfolio Specialist, Ron Sargeant, about the recent reporting season, what we can expect from markets for the remainder of the year, and Touchstone’s current portfolio positioning.

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management. 

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

For listed real estate, the fear across markets during March was palpable. One could almost cut it like a knife.

The  founder of our parent company, Bangarra Family Office, shares a rare insight into his life, covering his upbringing, football career, entrepreneurship across various businesses, and philanthropic endeavours.

Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, introduces 4D’s investment philosophy and strategy, and discusses why infrastructure is more than just a defensive asset allocation.