Insights

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 the portfolio.

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

Bennelong Funds Management’s US arm, BennBridge, has appointed Broghan Miller to the newly created role of director of business development. Her focus will be on supporting marketing and sales across the United States.

In global real estate, there has been no sector that has enjoyed more demand tailwinds over the past 10 years than industrial.

In this article, Sarah Shaw (4D’s Global PM and CIO) and Greg Goodsell (4D’s Global Equity Strategist) describe what 4D’s country review process involves, why it is so important, how it fits in with our stock valuations and its impact on portfolio construction.

The Skerryvore team looks to identify resilient companies in emerging markets using a few key components… but government contracts are a red flag.

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

The Australian federal election will be held on Saturday 21 May 2022 to elect the members of the 47th Parliament of Australia.

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.