Insights

Bennelong Funds Management has announced the appointment of two senior promotions which will serve to strengthen the firm’s global positioning and boost its client capabilities.

Equity investors rejoiced in June as the Fed signaled it may cut interest rates, but interest rates do not drive long run equity performance - profits do. We take a look at why investors should spend less time thinking about or predicting what the Fed will do, and more time thinking about the purse strings controlled by Congress.

This is the seventh in our series of Trip Insights, where we share those experiences. It follows a trip in 2019 when Mark Jones, Senior Investment Analyst, completed an extensive company engagement and calling program in Canada, meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities, Renewables and Transport (road, rail, air and sea).

The RBA recently cut its official interest rate by 25 basis points to a record low of 1.25%.

Hear Chris Bedingfield explain one of the most controversial economic topics today: Modern Monetary Theory.

For the second year in a row, Quay Global Investors has won the Global Property Securities category for its Quay Global Real Estate Fund at the Money Management/Lonsec Fund Manager of the Year Awards.

With economic uncertainty continuing to affect markets - both locally and internationally - investors are starting to hear a lot more about alternatives, but it’s not always clear what this means.

Populism is spreading rapidly and globally, and becoming more aggressive in its implementation and execution. It traverses national borders and can infiltrate all political affiliations. It represents a huge challenge for modern liberal democracies, as the risk of populism is severe political and economic disruption and stagnation.

In this edition of Investment Perspectives, Chris Bedingfield highlights additional insights from MMT as it relates to the private sector and the external accounts (external trade and the current account).