Quay Global Investors
Podcasts
23 July 2021
20
min
listen
Quay podcast: housing, retail, office and interest rates
Quay’s Chris Bedingfield speaks with Bennelong’s Holly Old about the team’s latest Investment Perspectives article, 10 charts we’re thinking about right now.
4D Infrastructure
Podcasts
22 July 2021
23
min
listen
4D podcast: infrastructure and the global recovery
Sarah Shaw and Greg Goodsell (4D Infrastructure) speak with Dave Whitby (Bennelong Funds Management) about why 4D is looking forward to an inflationary environment in the global recovery; and how COVI
Kardinia Capital
Podcasts
17 June 2021
16
min
listen
Kardinia podcast – the rise and rise of commodities
Listen as Kristiaan Rehder explores the reasons behind the strength of the resource sector.
Quay Global Investors
Podcasts
20 April 2021
19
min
listen
Quay podcast: why we aren’t worried about inflation
Chris Bedingfield discusses inflation and how COVID has changed the office sector.
Kardinia Capital
Podcasts
15 March 2021
15
min
listen
Kardinia podcast: Vaccines, bond yields and inflation
Kristiaan Rehder explains why he’s watching the steepening yield curve.
4D Infrastructure
Podcasts
26 February 2021
14
min
listen
4D podcast: the unique investment opportunity in global listed infrastructure
Join 4D Infrastructure’s Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, as she discusses the current opportunities in the infrastructure sector with Jodie Saw, Account Director Inv
Quay Global Investors
Podcasts
22 February 2021
17
min
listen
Quay podcast: market shifts, portfolio performance, and what the RBA will do next
Quay’s Chris Bedingfield talks with Bennelong’s Dave Whitby about how markets have changed over the past four months and where the current opportunities are in listed global real estate.
Bennelong
Podcasts
4 December 2020
30
min
listen
Mark Burgess discusses Kardinia's long/short strategy
Mark Burgess discusses; the Kardinia Capital business, long/short strategies, Kardinia's market outlook and three high conviction stocks.
Kardinia Capital
Podcasts
2 December 2020
15
min
listen
Kardinia podcast: Unpacking the mysteries and myths of short selling
Kristiaan Rehder explains the benefits of long/short funds.
