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Quay Global Investors
Articles
5 August 2022 10 min read

Investment Perspectives: 12 charts we’re thinking about right now

The latest trends in housing, retail and venture capital – and what they mean for investors.
decarbonisation
4D Infrastructure
Articles
2 August 2022 4 min read

News & Views: Could the US Supreme Court's decision against the EPA derail decarbonisation efforts?

On 30 June 2022, the Supreme Court of the United States (SCOTUS) ruled in favour of West Virginia and a group of other states in their lawsuit against the Environmental Protection Agency (EPA), potent
4D Hedged
4D Infrastructure
News
1 August 2022 2 min read

4D Infrastructure launches currency hedged fund

4D has launched a new currency hedged fund, the 4D Global Infrastructure Fund (AUD Hedged) (‘the Hedged Fund’).
inflation panic
Quay Global Investors
Articles
20 July 2022 5 min read

Investment Perspectives: REITs and navigating the inflation panic

It’s been a tough six months; not only for listed real estate, but for most risk assets as well. Even the natural portfolio risk dampener, sovereign bonds, has suffered. 
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Kardinia Capital
Articles
8 July 2022 5 min read

The Long and The Short: Finding solace in the short

As stocks have wobbled, investors have bemoaned having no place to hide – not even in gold. June alone saw the market fall a whopping 8.97%.
AdviserVoice_broom
Bennelong
Articles
5 July 2022 4 min read

CPD: Digital spring clean – a practical toolkit for advisers to improve their digital effectiveness

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
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Skerryvore Asset Management
Videos
24 June 2022 6 min watch

The Indian companies dominating emerging market returns

Investors looking for resilient companies could start taking note of the growing number of multinational success stories domiciled in India.
Kardinia clouds
Kardinia Capital
Podcasts
21 June 2022 16 min listen

Kardinia podcast: portfolio & market update

“Some of the strongest rallies occur in bear markets, so we will remain conservative but we’re not going to go too aggressively net short at this point.”
Globes & flags
4D Infrastructure
Podcasts
16 June 2022 15 min listen

4D podcast: explaining the country review process

Bennelong’s Dave Whitby speaks with Greg Goodsell, 4D’s Global Equity Strategist, about 4D’s unique country review process – an integral part of the business’s investment process – and its impact on t
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