Insights

Quay Global Investors has taken out two of the top gongs in the funds management industry.

Consistent with trends in past budgets, the 2021 Federal Budget saw the Commonwealth Treasurer identify a further A$15.2 billion in new spending on major infrastructure projects, keeping the decade-long infrastructure investment program at A$110 billion. This will spearhead the Federal Government's efforts to boost both jobs and productivity in the COVID-affected national economy.

Over the past decade, ESG awareness, focus and reporting has been increasing among asset owners, companies, and investors alike. The global listed real estate industry is no different, and as investors in this space we have seen significant improvements in recent years in ESG disclosure and initiatives.

Bennelong Funds Management has appointed Rob Bernstein to head up the US operation of its overseas arm, BennBridge. Mr Bernstein will be based in Boston.

Chris Bedingfield discusses inflation and how COVID has changed the office sector.

It’s that time in the cycle again. US bond markets and commentors are worried about inflation. But with US unemployment at 6.2%, should this be a concern?

Bennelong Funds Management’s UK arm BennBridge is launching a new boutique asset management business, Skerryvore Asset Management, in partnership with well-known emerging markets equities manager Glen Finegan.

On 7 March 2021 the 4D Global Infrastructure Fund officially passed the five-year mark, returning 8.44 per cent p.a. since inception compared to our absolute benchmark’s 7.01 per cent p.a.*

Without significantly increased investment in infrastructure, the globe has no chance of reaching the Paris Agreement goal of Net Zero carbon emissions by 2050, according to Sarah Shaw, CIO of 4D Infrastructure.