Quay Global Investors
Articles
10 August 2021
5
min
read
Investment Perspectives: REITs and inflation – where is the sweet spot?
We’ve often stated that real estate (listed and direct) tends to outperform equities during periods of high inflation and have previously cited the following chart as evidence of this dynamic.
Bennelong
News
5 August 2021
1
min
read
Bennelong launches Skerryvore’s differentiated emerging markets strategy in Australia
Bennelong Funds Management announced today the launch of the Skerryvore Global Emerging Markets All-Cap Equity Fund in Australia.
Quay Global Investors
Podcasts
23 July 2021
20
min
listen
Quay podcast: housing, retail, office and interest rates
Quay’s Chris Bedingfield speaks with Bennelong’s Holly Old about the team’s latest Investment Perspectives article, 10 charts we’re thinking about right now.
4D Infrastructure
Podcasts
22 July 2021
23
min
listen
4D podcast: infrastructure and the global recovery
Sarah Shaw and Greg Goodsell (4D Infrastructure) speak with Dave Whitby (Bennelong Funds Management) about why 4D is looking forward to an inflationary environment in the global recovery; and how COVI
Bennelong
News
19 July 2021
1
min
read
Michael Dwyer appointed chair of Bennelong boards
Michael Dwyer AM has been appointed as chair of the boards of Bennelong Funds Management Group Pty Ltd (BFMG) and its subsidiary Bennelong Funds Management Ltd (BFML), effective from 1 July 2021.
Kardinia Capital
Articles
15 July 2021
2
min
read
The Long and The Short: The running of the bull
When speaking to clients, our investment team is frequently asked whether the market's extraordinary run is due to come to an end.
Quay Global Investors
Articles
10 July 2021
7
min
read
Investment Perspectives: 10 charts we’re thinking about right now
The latest trends in housing, shopping, saving and interest rates – and what they mean for investors.
4D Infrastructure
News
21 June 2021
1
min
read
4D appoints new investment analyst
4D Infrastructure has strengthened its investment team with the appointment of Gaspard Bidot to the position of investment analyst.
Kardinia Capital
Podcasts
17 June 2021
16
min
listen
Kardinia podcast – the rise and rise of commodities
Listen as Kristiaan Rehder explores the reasons behind the strength of the resource sector.
