Insights

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.

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.

During his visit to Australia, Portfolio Manager, Ian Tabberer, sat down with Bennelong's Head of Distribution, Jonas Daly. 

With inflation still the word on everyone’s lips, 4D Infrastructure’s latest podcast is published in two parts. Part 1 dealt with the impact of inflation on the current macro environment, and part 2 looks specifically at the US’s new Inflation Reduction Act.

With inflation still the word on everyone’s lips, 4D Infrastructure’s latest podcast will be published in two parts. Part 1 deals with the impact of inflation on the current macro environment, and part 2 looks specifically at the US’s new Inflation Reduction Act.

Chris Bedingfield joined the Equity Mates Investing Podcast to talk about his investment philosophy, why Quay invests in real estate, the current macro environment and more. 

Chris Bedingfield speaks with Holly Old about the team’s latest – and highly popular – Investment Perspectives article, 12 charts we’re thinking about right now.

4D’s Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, speaks with Bennelong’s Jodie Saw about the impact changing interest rates and inflation can have on infrastructure; and the opportunities presented in the asset class.

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 the portfolio.