Insights

This is the 16th in our series of Trip Insights where we share our travel experiences. It follows Peter Aquilina, Portfolio Manager - Sustainability, as he travels through San Diego, Houston, Tulsa, Los Angeles, West Palm Beach, New York and New Jersey, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.

Chris Bedingfield sat down with Paul O'Connor at Netwealth for a recent episode of the Portfolio Construction Podcast. 

Since the global financial crisis, most western economies have relied on central bank policy to manage both inflation and employment.

CEO/CIO Sarah Shaw recently featured on Fear & Greed's Business News podcast. 

Glen Finegan, Lead Portfolio Manager of Skerryvore Asset Management, speaks with Chris Gosselin from Australian Fund Monitors. 

Over the past 24 months, most investors and commentators were ambushed by the resilience and strength of the Australian housing market. Despite prophecies of doom, values have held up in the face of the significant interest rate hiking cycle.

Bennelong Funds Management's parent company's philanthropic arm, Bennelong Foundation, did an exceptional job putting together this year's Pitch In event in Sydney.

This is the 15th in our series of Trip Insights, where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, and Chris James, Senior Investment Analyst, through Indonesia, Malaysia, Thailand and Hong Kong/China meeting with management teams from regulated utilities, communications and transport companies.

If there was one dominant real estate investment theme this past year, it’s data centres.