Bennelong
Articles
23 May 2017
The great rotation
The Australian share market is at the tail-end of a significant rotation that has seen value stocks and fundamentals come to the fore, according to Bennelong boutique fund managers who focus on Austra
4D Infrastructure
Articles
23 May 2017
Infrastructure a $3 trillion opportunity for all market cycles
The combination of defensive attributes, huge investment needs, and the diverse nature of available infrastructure assets, makes infrastructure investments an attractive allocation in both rising and
Quay Global Investors
Articles
11 May 2017
Investment Perspectives: Australian house prices and the law of unintended consequences
Are we nearing a tipping point? Topic of the week, month, year and decade. Australian house prices.
Quay Global Investors
Articles
26 April 2017
Investment Perspectives: Beware the 'reflation trade'
In financial markets, if it looks certain, it probably isn’t.
4D Infrastructure
Articles
13 April 2017
Global Matters: The emerging middle class and its implications for global investment
In our September 2016 Global Matters ‘Young tiger stalks ageing dragon’ we compared and contrasted India and China in terms of their economic and social development.
Quay Global Investors
Articles
21 March 2017
Investment Perspectives: Looking beyond the house - global real estate compared
Some domestic investors seek diversification by coupling Australian shares with domestic investment property (usually residential).
4D Infrastructure
Articles
31 January 2017
Global Matters: An All Black performance... just not in rugby!
4D Infrastructure’s Greg Goodsell (Global Equity Strategist) and Mark Jones (Senior Investment Analyst) compare and contrast NZ’s economic fortunes over the past decade with that of cross-ditch rival,
Quay Global Investors
Articles
19 January 2017
Investment Perspectives: The anatomy of a good CEO
At Quay, we like to think of ourselves as bottom-up stock and industry analysts. We try to minimise risk through our investment process. However, we are also fully aware of our limitations.
Bennelong
Articles
15 December 2016
How storytelling can help you get more clients. And that’s no fairy tale
As a financial planner, you probably think storytelling has provenance in parents tucking their kids into bed. Or perhaps you assume it’s a polite way of describing unethical spin-doctoring.
