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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.
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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?
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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
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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.
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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.
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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.
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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.
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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.
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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.
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