Insights

Sarah Shaw, Global Portfolio Manager at 4D Infrastructure, explores the connectivity between EM and infrastructure, addressing why the relationship is so positive. Given this, we believe investors seeking EM equity exposure should consider infrastructure as a portfolio allocation option.

Monopoly is the ultimate real estate game – and it has a number of parallels for real life property investing. Chris Bedingfield explains how to win in three easy steps; and why those three factors are a recipe for real estate success.

Demographics really matter! The study of populations, how and where people move, is integral to real estate. Very little can stop the effect of demographics on the economy – it is the slow-moving beast that influences demand and thus resource allocation.

What makes Bennelong stand out from the crowd? Hear our team members' thoughts.

This is the fourth in our series of Trip Insights. It follows a trip in April 2018 when Mark Jones, 4D Senior Investment Analyst, completed an extensive company engagement and calling program in Canada over two weeks, meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities, Renewables, Rail, and Communications Infrastructure across a number of provinces and cities.

Demographics is a broad topic. Last month we discussed the impact of demographics on various forms of real estate, focusing on the young – echo-boomers (apartments), Generation Z (student accommodation), and overall population growth in Australia and its impact on consumption (retail).

Quay Global Investors has been awarded the 2018 Money Management/Lonsec Fund Manager of the Year Global Property Securities Award for its Quay Global Real Estate Fund.

Bennelong Australian Equity Partners (BAEP) has taken out the 2018 Money Management/Lonsec Fund Manager of the Year Award for the best Australian Large Cap Equities Fund.

What does the future hold for the global equities market?