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Kardinia Capital
Podcasts
23 July 2020

Kardinia podcast: market and portfolio update

There seems to be a widespread belief that the market will decline – and yet it continues to rally. So what’s going on?
Is it time to start buying UK domestics?
Kardinia Capital
Articles
23 July 2020

Kardinia podcast: market and portfolio update - July 2020

There seems to be a widespread belief that the market will decline – and yet it continues to rally. So what’s going on?
The-Long-and-the-Short-The-yield-hunt
Kardinia Capital
Articles
13 July 2020

The Long and The Short: The yield hunt

With winter in full swing, investors are going on a yield hunt. Central banks are increasingly controlling volumes and prices as they attempt to set the sh
10-interesting-charts-right-now-COVID19-edition
Quay Global Investors
Articles
7 July 2020

Investment Perspectives: 10 interesting charts right now - COVID-19 edition

Chris Bedingfield takes a look at 10 interesting charts right now that show the impact of COVID-19 across sectors and countries.
Global Matters Direct and listed infrastructure - complementary portfolio allocations
4D Infrastructure
Articles
25 June 2020

Global Matters: Direct and listed infrastructure - complementary portfolio allocation

In this article, Senior Investment Analyst Peter Aquilina and Global Portfolio Manager Sarah Shaw discuss why 4D Infrastructure believes direct and listed alloc
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Bennelong
News
23 June 2020

New appointment for BennBridge US

Daniel Allen has been appointed as BennBridge’s Managing Director, Americas, effective immediately.
Investment Perspectives Real estate and COVID-19 - the story so far
Quay Global Investors
Articles
8 June 2020

Investment Perspectives: Real estate and COVID-19 - the story so far

In this edition of Investment Perspectives, we examine why real estate has lagged the broader equity market in the recent rally, and how it could represent a si
4D-banner-insights
4D Infrastructure
Podcasts
27 May 2020

Q&A with Sarah Shaw: airports, emerging markets and ESG

Hear from Sarah Shaw, 4D Infrastructure’s Global Portfolio Manager and CIO, discuss the impact of COVID-19 on infrastructure
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Quay Global Investors
Videos
25 May 2020

Global sharemarkets are being uncoupled from the real economy by the pandemic

Principal & Portfolio Manager Chris Bedingfield shares his thoughts on how the global sharemarkets are being uncoupled from the real economy by the pandemic
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