Quay Global Investors
Podcasts
20 April 2021
19
min
listen
Quay podcast: why we aren’t worried about inflation
Chris Bedingfield discusses inflation and how COVID has changed the office sector.
Quay Global Investors
Articles
6 April 2021
7
min
read
Investment Perspectives: Six reasons to not worry about inflation
It’s that time in the cycle again. US bond markets and commentors are worried about inflation. But with US unemployment at 6.2%, should this be a concern?
Bennelong
News
31 March 2021
2
min
read
BennBridge to launch fourth boutique partner
Bennelong Funds Management’s UK arm BennBridge is launching a new boutique asset management business, Skerryvore Asset Management, in partnership with well-known emerging markets equities manager Glen
4D Infrastructure
News
26 March 2021
2
min
read
It’s our birthday!
On 7 March 2021 the 4D Global Infrastructure Fund officially passed the five-year mark, returning 8.44 per cent p.a. since inception compared to our absolute benchmark’s 7.01 per cent p.a.*
4D Infrastructure
News
25 March 2021
2
min
read
Infrastructure investment is core to the climate solution
Without significantly increased investment in infrastructure, the globe has no chance of reaching the Paris Agreement goal of Net Zero carbon emissions by 2050, according to Sarah Shaw, CIO of 4D Infr
4D Infrastructure
Articles
23 March 2021
18
min
read
Global Matters: Green hydrogen - a European case study
While the speed of ultimate decarbonisation remains unclear, there appears to be a real opportunity for multi-decade investment as every country moves towards a cleaner environment.
Bennelong
News
22 March 2021
New Bennelong hires support domestic and offshore clients
Bennelong Funds Management has appointed Amara Haqqani to the newly created role of chief client strategy officer.
Kardinia Capital
Podcasts
15 March 2021
15
min
listen
Kardinia podcast: Vaccines, bond yields and inflation
Kristiaan Rehder explains why he’s watching the steepening yield curve.
Kardinia Capital
Articles
5 March 2021
5
min
read
The Long and The Short: The beginning of the end
The COVID-19 virus has had a devastating impact around the world. More than 2.5 million people have died, including more than 500,000 in the US, more than 120,000 in the UK, and 909 in Australia.
