Bennelong Funds Management
A new website for the BFM Group
The BFM Group has launched its new multisite digital platform, which includes websites for Bennelong (Australia), BennBridge (UK and US), and our global boutique partners.
Quay Global Investors
Investment Perspectives: Six reasons we believe the global REIT market is inefficient
In this issue of Investment Perspectives, we cast a skeptical eye over the valuation, operational and risk metrics embraced by the market, which we believe can lead to poor long-term investment returns.
Quay Global Investors
Investment Perspectives: 30 years of investment lessons from Japan, and the implications for real estate
Imagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a comfortable retirement. The potential investment advice may look something like this:
Quay Global Investors
Investment Perspectives: Aussie QE may be coming, but it will probably do nothing
As Australian interest rates head toward zero, many market commentators are now speculating that the central bank will be forced to adopt “unconventional measures” to support the economy, including Quantitative Easing.
Quay Global Investors
Investment Perspectives: So, what happens if there is a recession?
One of the many rewarding aspects of our job is the opportunity to meet current and prospective investors – discussing our investment strategy and philosophy, and portfolio positioning.
4D Infrastructure
Trip Insights: Europe
This is the eighth in our series of Trip Insights where we share those experiences.
Quay Global Investors
Investment Perspectives: Negative bond yields - what does it mean, and what’s the end game?
Since the beginning of this year, financial markets and expectations have turned decidedly bearish. Concerns about a Sino-US trade war, along with the so-called ‘inversion’ of the US yield curve, have heightened apprehension of a US-led recession.
Quay Global Investors
Investment Perspectives: Five lessons & observations from our first five years
Time flies. On 30 July 2014 we launched the Quay Global Real Estate Fund
Quay Global Investors
Investment Perspectives: Where profits come from, and the vulnerabilities in Australian corporate earnings
Equity investors rejoiced in June as the Fed signaled it may cut interest rates, but interest rates do not drive long run equity performance - profits do. We take a look at why investors should spend less time thinking about or predicting what the Fed will do, and more time thinking about the purse strings controlled by Congress.
