Insights

When investing in real estate, higher inflation is more likely to be a friend than a foe, helping protect investment from supply side issues and driving up the residual value of improvements, says Justin Blaess, portfolio manager at Quay Global Investors.

We’ve often stated that real estate (listed and direct) tends to outperform equities during periods of high inflation and have previously cited the following chart as evidence of this dynamic.

Bennelong Funds Management announced today the launch of the Skerryvore Global Emerging Markets All-Cap Equity Fund in Australia.

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.

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 COVID is contributing to M&A activity in the listed infrastructure space.

Michael Dwyer AM has been appointed as chair of the boards of Bennelong Funds Management Group Pty Ltd (BFMG) and its subsidiary Bennelong Funds Management Ltd (BFML), effective from 1 July 2021. He joined the Bennelong boards as non-executive director in December 2020.

The latest trends in housing, shopping, saving and interest rates – and what they mean for investors.

4D Infrastructure has strengthened its investment team with the appointment of Gaspard Bidot to the position of investment analyst.

First quarter earnings are in, and profits are booming.