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.
Bennelong Funds Management
CPD: Cracking the HNW code – the changing face of high net worth clients and why they are reshaping financial
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Quay Global Investors
Investment Perspectives: Thinking about industrial (and Qantas and Netflix)
In global real estate, there has been no sector that has enjoyed more demand tailwinds over the past 10 years than industrial.
4D Infrastructure
Global Matters: Why country risk matters
In this article, Sarah Shaw (4D’s Global PM and CIO) and Greg Goodsell (4D’s Global Equity Strategist) describe what 4D’s country review process involves, why it is so important, how it fits in with our stock valuations and its impact on portfolio construction.
Skerryvore Asset Management
No rule of law in emerging markets
The Skerryvore team looks to identify resilient companies in emerging markets using a few key components… but government contracts are a red flag.
