Insights

Quay Global Investors has released a retail version of its successful wholesale fund, the Quay Global Real Estate Fund, which has delivered an annualised return of 27.1% since inception* (as at 31 January 2016).

Quay Global Investors (Quay) has strengthened its research capability with the appointment of Ninus Kanna as a Senior Investment Analyst, commencing with the business in January 2016.

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, looks at why the much needed increased investment in infrastructure, covered in Part 1 of this series, will lead to both an increase in government asset privatisations, and a bigger role for public equity markets in the funding solution.

US Federal Reserve expected to begin cash rate tightening cycle for first time since May 2004. 

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.

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) 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.

While in New York recently at a global real estate conference, we attended a number of company meetings with other participants.

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, compares the sovereign risk of investing in Australia versus the United States.