4D Infrastructure
Global Matters: The importance of emerging markets to the infrastructure opportunity
Global investors often exclude emerging markets (EMs) from their investment universe due to perceived unacceptable risk. This article explores why 4D believes EMs are too important to continue to ignore in a global asset allocation, and why listed infrastructure is the perfect way to gain exposure to the long-term EM growth thematic.
4D Infrastructure
How to invest where consumer demand is set to explode
Emerging markets offer huge growth potential, but how do you invest for the exposure while managing the key risks?
4D Infrastructure
The asset class that relishes high inflation and rising interest rates
When you think of consistent earnings, what comes to mind? For Sarah Shaw, it comes down to a strict definition of the infrastructure universe and the characteristics that underpin earnings.
4D Infrastructure
Why the time for investing in energy is now, and three stocks to watch
In many ways, the energy crisis was a catalyst for energy investing. So what do investors need to keep in mind?
4D Infrastructure
Tim Snelgrove joins 4D Infrastructure as investment director
4D Infrastructure has appointed Tim Snelgrove to the role of investment director, effective 29 May 2023. He will be based in Sydney and will report to chief investment officer, Sarah Shaw.
Bennelong Funds Management
CPD: As the ASX goes down, the CX must rise – rethinking the concept of value in advice
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Quay Global Investors
Quay podcast: The surprising trends emerging in real estate
Chris Bedingfield speaks with Bennelong Account Director, Mai Platts, about the latest results from reporting season, Quay’s current portfolio positioning, the opportunities in residential and self-storage, and the ongoing impact of inflation and bank failures.
Bennelong Funds Management
Investing Essentials: Risk and return, and why they matter
When it comes down to it, the reason anyone invests their money is to turn one dollar into two. While that seems like an obvious statement, for an investor, there are a lot of questions and considerations behind it.
Bennelong Funds Management
Kardinia Capital exits Bennelong
Kardinia Capital was established by the team’s principals and Bennelong Funds Management in 2011 after the principals incepted their strategy in 2006.
