Quay Global Investors
Podcasts
16 May 2022
16
min
listen
Quay podcast: Inflation, interest rates and industrials
Quay’s Chris Bedingfield and Bennelong’s Carl McMinn discuss the changing market environment, what’s ahead for the sector, and how Quay is positioning the portfolio – rising interest rates or not.
4D Infrastructure
Articles
6 May 2022
13
min
read
Global Matters: The long-term prospects of natural gas and midstream assets
In this article, Peter Aquilina (Senior Investment Analyst and Head of ESG) analyses what Net Zero means for natural gas demand in the long term; and discusses how 4D analyses and values oil/gas midst
Kardinia Capital
Articles
6 May 2022
4
min
read
The Long and The Short: A brave new world
The topic on everyone’s mind is: what does the balance of 2022 have in store for investors?
Bennelong
News
4 May 2022
Bennelong appoints new CEO for UK and Europe
Bennelong Funds Management has appointed Robert McKillop as chief executive officer of its UK and European arm, BennBridge, starting 4 May.
Quay Global Investors
Articles
3 May 2022
5
min
read
Investment Perspectives: What does the REIT equity risk premium tell us about the sector?
Listed real estate has performed well relative to broader equities, again proving itself a defensive asset class during periods of high inflation and rising interest rates.
Bennelong
News
20 April 2022
Bennelong appoints account director for NSW and ACT
Bennelong Funds Management has appointed Mai Platts as account director, NSW and ACT, as the company continues to build its investment distribution team.
Bennelong
Articles
11 April 2022
CPD: Client centric segmentation – a best practice framework for advisers
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
4D Infrastructure
Articles
6 April 2022
6
min
read
News & Views: Looming French presidential election
The French presidential election is underway, with a first-round vote on Sunday 10 April and the run-off between the top two candidates on Sunday 24 April.
Quay Global Investors
Articles
5 April 2022
6
min
read
Investment Perspectives: Hedging against inflation – gold or real estate?
In August last year, we highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation.
