Insights

On 16 October 2022, the Communist Party of China (CCP) will commence its 20th National Congress. In this News and Views blog, we outline what we expect from the Congress and, importantly, how it could influence existing and new infrastructure projects in China.

In this article, we look at the history of the global financial crisis (GFC), how it compares to the current environment, and the implications for US housing.

Chris Bedingfield joined the Equity Mates Investing Podcast to talk about his investment philosophy, why Quay invests in real estate, the current macro environment and more. 

In this article, we outline some of the benefits included in the Inflation Reduction Act (IRA) spending package, and how they support infrastructure investment names in 4D’s universe.

Bennelong Funds Management is once again proud to team up with Foodbank Victoria as a major sponsor of The Hunger Ride, to be held this November.

It’s been a volatile year. High inflation, along with actual and expected high interest rates, have roiled markets across equities, fixed income, commodities and real estate. According to the theory, high interest rates stifle economic activity, reducing demand and moderating consumer prices.

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

This is the 10th in our series of Trip Insights where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, and Tasneef Rahman, Senior Investment Analyst, through Rome, Milan, Zurich, Madrid, Paris, Frankfurt and London, meeting with management teams from regulated utilities, renewables, communications and transport.

Some of the world’s biggest tech names are domiciled in China, but Skerryvore Asset Management is choosing a different focus.