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REIT timing
Quay Global Investors
Investment Perspectives: Thinking about (REIT) timing
After a slew of favourable economic data points over the past several months, global central banks appear to be at the beginning of an interest rate easing cycle.
Articles 5 min read
8 August 2024
2
Canopy Investors
Small caps at historic valuation discount even after recent outperformance
In July, U.S. small-cap stocks outperformed their large-cap counterparts by a historically significant margin, catalysed by a cooler-than-expected US inflation read.
Articles 3 min read
7 August 2024
1
Bennelong Funds Management
Skerryvore Asset Management acquires BennBridge Ltd
Skerryvore Asset Management, which became a boutique partner with Bennelong Funds Management in 2019, has acquired BennBridge Ltd in the UK (Bennelong’s UK subsidiary), effective from 1 August.
2 min read
7 August 2024
Trip Insights_US July
4D Infrastructure
Trip Insights: The US
This is the 16th in our series of Trip Insights where we share our travel experiences. It follows Peter Aquilina, Portfolio Manager - Sustainability, as he travels through San Diego, Houston, Tulsa, Los Angeles, West Palm Beach, New York and New Jersey, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.
Articles 9 min read
18 July 2024
quay netwealth
Quay Global Investors
Navigating market cycles and opportunities
Chris Bedingfield sat down with Paul O'Connor at Netwealth for a recent episode of the Portfolio Construction Podcast. 
Podcasts 30 min listen
16 July 2024
Investment Perspectives: Why listen to central banks
Quay Global Investors
Investment Perspectives: Why are we listening to central banks?
Since the global financial crisis, most western economies have relied on central bank policy to manage both inflation and employment.
Articles 8 min read
15 July 2024
1
Canopy Investors
Canopy Investors strengthens team with appointment of Jack McManus
Canopy Investors is delighted to announce the appointment of Jack McManus as Portfolio Manager.
News 2 min read
15 July 2024
Fear and greed
4D Infrastructure
Why New York's 10-year-old pipes excite this investor
CEO/CIO Sarah Shaw recently featured on Fear & Greed's Business News podcast. 
Podcasts 13 min listen
4 July 2024
1
Canopy Investors
Bennelong partners with Canopy Investors to launch global small & mid-cap fund
Bennelong Funds Management has partnered with boutique investment managers Canopy Investors to launch a global small and mid-cap equities fund.
News 3 min read
26 June 2024