Insights

The year 2020 was extraordinary for most risk assets. As we wrote in last month’s Investment Perspectives, the unprecedented fiscal response to the pandemic caught some investors wrong-footed.  

Join 4D Infrastructure’s Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, as she discusses the current opportunities in the infrastructure sector with Jodie Saw, Account Director Investments (QLD) at Bennelong Funds Management.

Chirs Bedingfield and Morningstar's Lex Hall discuss the global property environment.

Quay’s Chris Bedingfield talks with Bennelong’s Dave Whitby about how markets have changed over the past four months and where the current opportunities are in listed global real estate.

The year 2020 will be remembered for many events. Besides COVID-19, there were the Australian bushfires and US political turmoil. 

To state the obvious, 2020 was a year like no other. The COVID-19 pandemic presented challenges the likes of which individuals, businesses and governments have never experienced before. The impact of this was to push an otherwise pretty robust global economy into recession, force lockdowns and create social dislocation on a previously unimaginable scale. 

This December, Bennelong Funds Management will make a donation to Our Community Pantry in lieu of printing and posting Christmas cards.

With the spectre of COVID-19 now diminishing in the wake of new vaccines, some investors are rightly refocusing their attention on longer-term risks and fundamentals.

Industry veteran Michael Dwyer AM has been appointed as a non-executive director to the boards of Bennelong Funds Management Ltd and its parent company Bennelong Funds Management Group Pty Ltd, effective from 1 December.