Insights

We believe the coronavirus issue will pass, but not without obvious and significant personal and economic pain including its impact on global growth.

In this issue of Investment Perspectives, we investigate the risks associated with investing in small / medium sized REITs and determine if the size of the company really does matter.

In this article, Sarah Shaw (Global Portfolio Manager & Chief Investment Officer) looks at: (1) the current state of play with Environmental, Social and Governance (ESG) issues around the world; (2) corporate controversies that defined 2019; and (3) our approach to incorporating ESG factors into our investment process, demonstrating why ESG is so important to 4D.

The BFM Group has launched its new multisite digital platform, which includes websites for Bennelong (Australia), BennBridge (UK and US), and our global boutique partners.

In this issue of Investment Perspectives, we cast a skeptical eye over the valuation, operational and risk metrics embraced by the market, which we believe can lead to poor long-term investment returns.

We were made aware on Friday 10 January 2020 that an operational error had been made by our third-party fund administrator, RBC Investor & Treasury Services, which affected some of our investors. This resulted in some investor statements being sent to the wrong recipients.

Bennelong Funds Management will make a donation to The Toy Well this December in lieu of printing and posting Christmas cards.

Imagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a comfortable retirement. The potential investment advice may look something like this:

While the recent comments made by Australia’s central banker on quantitative easing was a “welcome dose of common sense,” Quay Global Investors’ Chris Bedingfield assesses a number of myths on the effectiveness of such an approach.