Quay Global Investors
Investment Perspectives: Is the US headed for recession?
In financial markets, there’s always something to worry about.
Bennelong Funds Management
Bennelong and Leadenhall launch ILS fund in Australia
Bennelong Funds Management and Leadenhall Capital Partners have now opened the LCP Insurance Linked Securities Fund for investment.
Quay Global Investors
Investment Perspectives: Thinking about (REIT) timing
After a slew of favourable economic data points over the past several months, global central banks appear to be at the beginning of an interest rate easing cycle.
Canopy Investors
Small caps at historic valuation discount even after recent outperformance
In July, U.S. small-cap stocks outperformed their large-cap counterparts by a historically significant margin, catalysed by a cooler-than-expected US inflation read.
Bennelong Funds Management
Skerryvore Asset Management acquires BennBridge Ltd
Skerryvore Asset Management, which became a boutique partner with Bennelong Funds Management in 2019, has acquired BennBridge Ltd in the UK (Bennelong’s UK subsidiary), effective from 1 August.
4D Infrastructure
Trip Insights: The US
This is the 16th in our series of Trip Insights where we share our travel experiences. It follows Peter Aquilina, Portfolio Manager - Sustainability, as he travels through San Diego, Houston, Tulsa, Los Angeles, West Palm Beach, New York and New Jersey, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.
Quay Global Investors
Navigating market cycles and opportunities
Chris Bedingfield sat down with Paul O'Connor at Netwealth for a recent episode of the Portfolio Construction Podcast.
Canopy Investors
Canopy Investors strengthens team with appointment of Jack McManus
Canopy Investors is delighted to announce the appointment of Jack McManus as Portfolio Manager.
Quay Global Investors
Investment Perspectives: Why are we listening to central banks?
Since the global financial crisis, most western economies have relied on central bank policy to manage both inflation and employment.