Insights

Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, shares her thoughts on the future for global infrastructure.

Sarah Shaw, Chief Investment Officer and Global Portfolio Manager from 4D Infrastructure, examines the unique attributes that make infrastructure an asset class for all stages of the investment cycle, outlines 4D’s economic outlook for 2019, and explains why the actions of the US Federal Reserve will be key to how the year evolves.

SQM has upgraded Quay Global Investors, a Bennelong boutique, to its highest rating category of "Outstanding" (4½ stars).

Gyrations in equity markets over the past three months have been significant. After a -4.2% decline in December and -11% fall for the final quarter of 2018, global equities have recovered strongly, up 9.5% so far this year.

Bennelong Funds Management has expanded into the United States via its new subsidiary, BennBridge US, with plans to distribute a number of its existing investment funds to institutional investors, similar to its strategy in Australia and the United Kingdom.

Bennelong Funds Management has appointed Carl McMinn to the newly created role of Associate Account Director, Investments as Bennelong continues to build its investment sales team.

This is the sixth in our series of Trip Insights, where we share those experiences. It follows a trip during 2018 when Peter Aquilina, 4D Global Senior Investment Analyst, completed an extensive company engagement and calling program in the United States meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities and Renewables.

This is the fifth in our series of Trip Insights. It follows three trips during 2018 when Sarah Shaw, 4D Global Portfolio Manager, completed an extensive company engagement and calling program in Latin America and Europe, meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities, Renewables, Transport (road, rail, air sea) and Communications Infrastructure.

It’s been 10 years since the global financial crisis tore through markets in the months surrounding the collapse of Lehman Brothers in October 2008. While the tussle between the bulls and bears is always ongoing, in the time since it has been the bulls that have, on average, been winning.