Insights

As vaccination rates increase around the world and we (hopefully) return to some normality in our daily lives, world economies appear to be stabilising. Economic output is near or above pre-pandemic levels, and signs of inflation and wage pressure have become a theme of 2021.

Listen as Chris Bedingfield gives an update on the G-REIT market.

Chris Bedingfield joins the Fear And Greed podcast to discuss his career and global listed real estate.

Imagine you are an office manager for a medium sized firm of 20 employees. Under normal circumstances, you and the staff would occupy around 400 sqm of office accommodation located in the CBD. But these are not normal circumstances. Lockdown orders mean that all staff are currently working from home.

When investing in real estate, higher inflation is more likely to be a friend than a foe, helping protect investment from supply side issues and driving up the residual value of improvements, says Justin Blaess, portfolio manager at Quay Global Investors.

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 Funds Management announced today the launch of the Skerryvore Global Emerging Markets All-Cap Equity Fund in Australia.

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.

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 COVID is contributing to M&A activity in the listed infrastructure space.