4D Infrastructure
Podcasts
9 August 2022
16
min
listen
4D podcast: interest rates, inflation and infrastructure
4D’s Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, speaks with Bennelong’s Jodie Saw about the impact changing interest rates and inflation can have on infrastructure; and the opp
Kardinia Capital
Podcasts
21 June 2022
16
min
listen
Kardinia podcast: portfolio & market update
“Some of the strongest rallies occur in bear markets, so we will remain conservative but we’re not going to go too aggressively net short at this point.”
4D Infrastructure
Podcasts
16 June 2022
15
min
listen
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 t
Quay Global Investors
Podcasts
16 May 2022
16
min
listen
Quay podcast: Inflation, interest rates and industrials
Quay’s Chris Bedingfield and Bennelong’s Carl McMinn discuss the changing market environment, what’s ahead for the sector, and how Quay is positioning the portfolio – rising interest rates or not.
Quay Global Investors
Podcasts
21 February 2022
17
min
listen
Quay podcast: House prices in 2022 and beyond
Chris Bedingfield shares his views on Australia’s favourite topic.
Kardinia Capital
Podcasts
9 December 2021
14
min
listen
Kardinia podcast – portfolio & market update
Kristiaan Rehder talks inflation, interest rates, banks and more
4D Infrastructure
Podcasts
22 November 2021
16
min
listen
Your guide to investing in infrastructure
Sarah Shaw joins the Fear And Greed podcast for a guide to infrastructure investing.
4D Infrastructure
Podcasts
1 November 2021
18
min
listen
4D podcast – the role of infrastructure in reaching net zero
With the COP26 summit upon us, Sarah Shaw weighs in on decarbonisation.
Kardinia Capital
Podcasts
1 October 2021
18
min
listen
The investor's guide to the reopening economy
Kristiaan Rehder joins the Fear And Greed podcast to discuss reopening opportunities.
