Insights

Bennelong Funds Management (Bennelong) and three of its boutiques have been nominated in this year’s highly regarded Professional Planner/Zenith Fund Awards with a total of five award nominations.

It now seems the consensus gets it. Interest rates will stay lower for longer and are unlikely to ‘normalise’ any time soon.

Bennelong Funds Management (Bennelong) today announces the appointment of two new Non-Executive Directors to its board - Vicki Allen and Lincoln McMahon.

At the start of June we attended the annual National Association Real Estate Investment Trust (NAREIT) conference in New York. It was a good opportunity to meet many of our investees, their competitors, and receive an update on North American real estate.

Over the past decade Australia has been let down by its federally elected politicians in the administration of fiscal policy. Greg Goodsell, Global Equity Strategist at 4D Infrastructure, revisits a dismal decade of deficits, while also asking the question: is fiscal policy just too important to leave in the hands of elected politicians?

As part of its strategic plan for expansion, Andrea Waters has joined Bennelong Funds Management (Bennelong) as a Non-Executive Director. Andrea will also Chair Bennelong’s Audit, Risk and Compliance Committee.

The month of May was particularly brutal for a number of US and Australian retailers. In the US, GAP, L Brands, Macy’s Nordstrom and others reported weaker than expected or declining sales and profits. 

The impending Brexit vote on European Union (EU) membership on 23 June 2016 will be a defining moment for Britain and Europe, and could have significant ramifications for global equity markets. Greg Goodsell, Global Equity Strategist at 4D Infrastructure, examines whether Brexit may be a catalyst for further EU exits, with Italy a possible candidate.

It’s the time of year when the nation’s economic eyes turn to the Federal Budget. The fact we have an election in the following weeks adds more than the usual scrutiny to the “bottom line”. Both sides of politics talk of “budget repair” and the need to get back to surplus.