Quay Global Investors
Investment Perspectives: Rising US cash rates - headwind for REITs or equities?
US Federal Reserve expected to begin cash rate tightening cycle for first time since May 2004.
4D Infrastructure
Global Matters: Listed infrastructure investment to 2020 and beyond (Part 1)
Greg Goodsell, Global Equity Strategist at 4D Infrastructure, looks at the prospective growth of global listed infrastructure. In this paper (part 1 of 2) he looks at the need for infrastructure investment around the world and governments’ capacity to fund it.
Bennelong Funds Management
Investment Perspectives: Why investing for total return, not relative return, makes sense
Like most asset classes, real estate offers investors a total return, comprising income and capital gain. Over time, the capital gain of a property asset reflects the growth in underlying rental income.
Bennelong Funds Management
Bennelong appoints Director Distribution - National Accounts
Bennelong Funds Management (Bennelong) is pleased to announce the appointment of Jonas Daly to the role of Director Distribution - National Accounts. This role will continue to support Bennelong’s distribution strategy and the growth in funds under management, which currently stands at almost $6 billion.
Quay Global Investors
Investment Perspectives: NAV versus Total Return Investing - an insight into Quay's investment approach
While in New York recently at a global real estate conference, we attended a number of company meetings with other participants.
4D Infrastructure
Global Matters: Assessing the sovereign risk of Australia v USA
Greg Goodsell, Global Equity Strategist at 4D Infrastructure, compares the sovereign risk of investing in Australia versus the United States.
Bennelong Funds Management
Adapt or die
Craig Bingham, Bennelong's CEO discusses the changing landscape of the funds management industry and how businesses must evolve in order to survive.
Bennelong Funds Management
Four Bennelong funds live on mFund
BAEP’s suite of funds are now available on the newly established ASX platform, mFund.
Quay Global Investors
Investment Perspectives: BoAML Real Estate Conference - thoughts and themes
Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, shares key themes which emerged from meetings following the attendance of the Bank of America Merrill Lynch Global Real Estate Conference held in New York.
