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Global Matters Direct and listed infrastructure - complementary portfolio allocations
4D Infrastructure
Articles
25 June 2020 16 min read

Global Matters: Direct and listed infrastructure - complementary portfolio allocations

In this article, Senior Investment Analyst Peter Aquilina and Global Portfolio Manager Sarah Shaw discuss why 4D Infrastructure believes direct and listed allocations complement each other in portfoli
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Bennelong
News
23 June 2020 1 min read

New appointment for BennBridge US

Daniel Allen has been appointed as BennBridge’s Managing Director, Americas, effective immediately. Daniel brings with him almost three decades of international business development experience.
Investment Perspectives Real estate and COVID-19 - the story so far
Quay Global Investors
Articles
8 June 2020 7 min read

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 significant opportunity.
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4D Infrastructure
Podcasts
27 May 2020 15 min listen

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
Kardinia-Capital-half-yearly-update.jpg
Quay Global Investors
Videos
25 May 2020 4 min watch

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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Bennelong
News
21 May 2020 1 min read

New appointment for Bennelong to support growth in institutional distribution

Bennelong Funds Management has appointed Eric Finnell to the role of Institutional Distribution Executive as the company focuses on growing its domestic and offshore institutional capability.
Investment Perspectives: Explaining the April US equity bounce
Quay Global Investors
Articles
1 May 2020 7 min read

Investment Perspectives: Explaining the April US equity bounce

In this article, Chris Bedingfield explores why, despite US unemployment heading for levels not seen since the Great Depression, US equity indices are back to October 2019 levels after a sharp recover
Is it time to start buying UK domestics?
Quay Global Investors
Podcasts
28 April 2020 30 min listen

Podcast: portfolio and market update with Chris Bedingfield

Listen to Quay Portfolio Manager Chris Bedingfield discuss the current market environment.
Market & portfolio update
Kardinia Capital
Articles
24 April 2020 3 min read

Market & portfolio update - April 2020

In reality it’s only a few weeks since we wrote our last update, but – as you are no doubt feeling too – in many ways it feels like months ago
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