Bennelong Funds Management
Bennelong’s US growth continues with the appointment of director of business development
Bennelong Funds Management’s US arm, BennBridge, has appointed Broghan Miller to the newly created role of director of business development. Her focus will be on supporting marketing and sales across the United States.
Bennelong Funds Management
CPD: Cracking the HNW code – the changing face of high net worth clients and why they are reshaping financial
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Quay Global Investors
Investment Perspectives: Thinking about industrial (and Qantas and Netflix)
In global real estate, there has been no sector that has enjoyed more demand tailwinds over the past 10 years than industrial.
4D Infrastructure
Global Matters: Why country risk matters
In this article, Sarah Shaw (4D’s Global PM and CIO) and Greg Goodsell (4D’s Global Equity Strategist) describe what 4D’s country review process involves, why it is so important, how it fits in with our stock valuations and its impact on portfolio construction.
Skerryvore Asset Management
No rule of law in emerging markets
The Skerryvore team looks to identify resilient companies in emerging markets using a few key components… but government contracts are a red flag.
Bennelong Funds Management
CPD: Happy 40th! Why Millennials are no longer the future of financial advice – they are the present
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
4D Infrastructure
News & Views: Upcoming Australian federal election
The Australian federal election will be held on Saturday 21 May 2022 to elect the members of the 47th Parliament of Australia.
Quay Global Investors
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.
4D Infrastructure
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 midstream assets, considering both the risk and opportunity as we move towards Net Zero.