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4D RR
4D Infrastructure
How can financial services attract more women?
CEO/CIO Sarah Shaw recently spoke to Relative Return's Maja Garaca Djurdjevic about how she set up 4D and how the sector can work to attract more women. 
Podcasts 30 min listen
12 March 2024
4d-podcast-the-growth-thematics-immune-to-economic-volatility
4D Infrastructure
4D podcast: The growth thematics immune to economic volatility
Global Portfolio Manager and CEO, Sarah Shaw, speaks with Bennelong Account Director, David Whitby, about the long-term growth opportunities for infrastructure despite the current economic and geopolitical environment.  
Podcasts 16 min listen
19 October 2023
Quay podcast
Quay Global Investors
Quay podcast: How high rates are impacting REITs
Quay’s Co-Principal and Portfolio Manager, Justin Blaess, speaks with Bennelong Account Director, Jodie Saw, about the impact of high rates on REITs (less of an issue than most expect), the mismatch between supply and demand (the main drivers of return), the opportunities emerging globally, and Quay’s long-term earnings outlook.
Podcasts 13 min listen
4 September 2023
Justin on RR
Quay Global Investors
Seeking global property opportunities
Justin Blaess, Quay's Principal and Portfolio Manager, was recently interviewed on Money Management's Relative Return podcast. 
Podcasts 30 min listen
29 August 2023
Touchstone podcast image_August
Touchstone Asset Management
Touchstone podcast: The state of consumer spending
Touchstone’s Portfolio Specialist, Ron Sargeant, speaks with Bennelong Account Director, Holly Old, about current consumer spending and what it means for the economy, why secular stagnation matters, the impact of higher earnings, and Touchstone’s cautious outlook for reporting season.
Podcasts 15 min listen
9 August 2023
Quay podcast May 23
Quay Global Investors
Quay podcast: The surprising trends emerging in real estate
Chris Bedingfield speaks with Bennelong Account Director, Mai Platts, about the latest results from reporting season, Quay’s current portfolio positioning, the opportunities in residential and self-storage, and the ongoing impact of inflation and bank failures.
Podcasts 14 min listen
22 May 2023
4D Podcast_Golden opportunity
4D Infrastructure
4D podcast: The golden opportunities for infrastructure in a challenging environment
Bennelong Account Director, Jodie Saw, speaks with Chief Investment Officer and Portfolio Manager, Sarah Shaw, about how infrastructure has been performing, 4D’s portfolio, and the opportunities for infrastructure growth despite a tumultuous few years.
Podcasts 14 min listen
9 May 2023
FORA
Quay Global Investors
Quay podcast: FORA - fear of renting again
Chris Bedingfield speaks with Bennelong’s Holly Old about the future of house prices in Australia, the fear of renting again, and what history has taught us about the next global crisis.
Podcasts 15 min listen
27 March 2023
Quay podcast_recessions
Quay Global Investors
Quay podcast: are we headed for a recession?
Chris Bedingfield speaks with Bennelong’s Holly Old about the team’s latest Investment Perspectives article, The yield curve, recessions and soft landings; the big themes in global real estate right now; and risks and opportunities from the US tech wreck.
Podcasts 12 min listen
13 December 2022