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Bond yields
Quay Global Investors
Articles
9 December 2020 5 min read

Investment Perspectives: Revisiting REITs and interest rates

With the spectre of COVID-19 now diminishing in the wake of new vaccines, some investors are rightly refocusing their attention on longer-term risks and fundamentals.
BennBridge partners with emerging markets specialist Pembroke for second boutique launch
Bennelong
News
8 December 2020 2 min read

Michael Dwyer joins Bennelong boards

Industry veteran Michael Dwyer AM has been appointed as a non-executive director to the boards of Bennelong Funds Management Ltd and its parent company Bennelong Funds Management Group Pty Ltd, effect
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Bennelong
Podcasts
4 December 2020 30 min listen

Mark Burgess discusses Kardinia's long/short strategy

Mark Burgess discusses; the Kardinia Capital business, long/short strategies, Kardinia's market outlook and three high conviction stocks.
Kardinia-Capital-half-yearly-update-September-2018.
Kardinia Capital
Podcasts
2 December 2020 15 min listen

Kardinia podcast: Unpacking the mysteries and myths of short selling

Kristiaan Rehder explains the benefits of long/short funds.
Bennelong-insights-image
Bennelong
News
1 December 2020 1 min read

Bennelong appoints Citi as new registry provider

As part of our ongoing commitment to improving our investors’ experience with Bennelong, on 1 December 2020 we changed our registry provider from RBC Investor Services Trust to Citigroup Pty Limited.
COVID America
Bennelong
News
24 November 2020 4 min read

2021 outlook strong, but COVID-19 remains the wildcard

Developments in the United States with Biden’s presidency, and the status of the COVID-19 vaccine globally, will have a key influence on markets in 2021, and there is quiet optimism with long-term inv
Investor update: What the US election and a COVID vaccine means for real estate
Quay Global Investors
Articles
12 November 2020 4 min read

Investor update: What the US election and a COVID vaccine means for real estate

Recent market-sensitive events, including the outcome of the US presidential election and Pfizer’s coronavirus vaccine announcement, have resulted in some significant swings in market prices across gl
market
Kardinia Capital
Articles
10 November 2020 5 min read

The Long and The Short: To short or not?

One of the things that differentiates the Kardinia Absolute Return Fund from long only funds is its ability to generate a return or hedge the portfolio by short selling stocks.
Shopping
Quay Global Investors
Articles
5 November 2020 8 min read

Investment Perspectives: The economics of malls – myths and misconceptions

Chris Bedingfield addresses some of the myths and misconceptions of retail property to establish whether today’s depressed prices represent an opportunity or a trap.
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