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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
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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.”
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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
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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.
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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.
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Kardinia Capital
Podcasts
9 December 2021 14 min listen

Kardinia podcast – portfolio & market update

Kristiaan Rehder talks inflation, interest rates, banks and more
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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
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.
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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. 
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