2024: That's a wrap

Milestones 

It's been a big year for Bennelong as we welcomed new partnerships and offerings, and celebrated our boutiques' successes. Some key events include:
 

• Leadenhall Capital Partners joined a distribution partnership with Bennelong, opening the Insurance Linked Securities Fund for investment for Australian and New Zealand wholesale investors. Find out more.
   
• Canopy Investors joined Bennelong, launching its flagship fund. The Canopy Global Small & Mid Cap Fund invests in a concentrated portfolio of high quality and attractively priced small and mid-cap listed companies, with balanced exposures across a range of sectors and regions. Find out more.
   
• Quay Global Investors celebrated 10 years with double-digit success, as the Global Real Estate Fund (Unhedged) delivered an annualized return of 10.05%* at its 10-year anniversary. Find out more.
   
• Bennelong launched its trustee service, offering full oversight and compliance responsibilities for managed funds. December saw us welcome our first client on board. Find out more.

Leading articles  

Our boutique-produced articles covered a lot this year, from Aussie interest rates to Trump's impending inauguration. Here are some of our best-performing articles: 

Investment Perspectives: 10 charts that caught our eye 

From rising deficits to debunking housing market myths, Quay explores the economic indicators shaping the US and Australian markets, offering insights into fiscal policies, interest rates, and real estate dynamics. 

Global Matters: The data centre opportunity for infrastructure investors 

In this article, 4D summarises the challenges and opportunities that the growing data centre load demand is providing for infrastructure companies globally.

Fish where the fish are 

Staying true to the principle of “fishing where the fish are”, this article explains why Canopy focuses on investing in small and mid-cap companies – an often-overlooked market segment.

Notes from the road - China 

After a research trip to China, the first since valuations peaked in 2020, Skerryvore reports on observations about the influence of the benchmark and some interesting prospects for its watchlist.

Thank you for being part of our journey this year. We look forward to continuing to deliver valuable insights in 2025!

^{*As at 31 July 2024.  Benchmark is the FTSE/ EPRA NAREIT Developed Index Net TR AUD}