Insights

In this edition of Investment Perspectives, we examine why real estate has lagged the broader equity market in the recent rally, and how it could represent a significant opportunity.

Hear from Sarah Shaw, 4D Infrastructure’s Global Portfolio Manager and CIO, discuss the impact of COVID-19 on infrastructure

Principal & Portfolio Manager Chris Bedingfield shares his thoughts on how the global sharemarkets are being uncoupled from the real economy by the pandemic.

Bennelong Funds Management has appointed Eric Finnell to the role of Institutional Distribution Executive as the company focuses on growing its domestic and offshore institutional capability.

In this article, Chris Bedingfield explores why, despite US unemployment heading for levels not seen since the Great Depression, US equity indices are back to October 2019 levels after a sharp recovery in April – and what the Kalecki-Levy profit equation has to do with it.

Listen to Quay Portfolio Manager Chris Bedingfield discuss the current market environment.

In this edition of Global Matters, Sarah Shaw (4D CIO & Global Portfolio Manager) revisits listed infrastructure’s unique and compelling characteristics, outlining why 4D continues to love the sector and why we believe it will be central to the global economic recovery when it comes.

This is the ninth in our series of Trip Insights, where we share those experiences. It follows a trip during February/March 2020 when Peter Aquilina, 4D Senior Investment Analyst, completed an extensive company engagement and calling program in the United States meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities and Renewables.

In a world of uncertainty and occasional panic, it can feel impossible to see past the bad news. Just ask anyone watching the volatility in investment markets across the world as stocks tumble and spike.