Insights

This is the fifth in our series of Trip Insights. It follows three trips during 2018 when Sarah Shaw, 4D Global Portfolio Manager, completed an extensive company engagement and calling program in Latin America and Europe, meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities, Renewables, Transport (road, rail, air sea) and Communications Infrastructure.

It’s been 10 years since the global financial crisis tore through markets in the months surrounding the collapse of Lehman Brothers in October 2008. While the tussle between the bulls and bears is always ongoing, in the time since it has been the bulls that have, on average, been winning.

On Your Money, Chris Bedingfield explains how an oversupply of dwellings and tighter credit conditions have made him bearish on Australian residential property – and just how far prices and interest rates could drop.

Contrary to the general consensus outlook, interest rates are probably set to fall as Australia's household debt reaches an all-time high, according to principal and portfolio manager of Quay Global Investors, Chris Bedingfield.

After many successful years together, the Bennelong SwissWellness Cycling Team’s management has decided to pursue different opportunities.

Mark Jones, Senior Investment Analyst from 4D Infrastructure, explores the appeal of communications infrastructure, the difference between developed and emerging markets, and the possible upside from the transition to 5G.

Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst, as the Quay Global Real Estate Fund is made available through the BT Panorama and BT Wrap platforms.

Not long after my daughter turned five I took her to see her first movie, “Up”. It’s about an elderly man who, along with an unexpected young friend, tries to re-capture his youthful passion for adventure.

Our view is non-consensus, and we’re okay with that. For the most part, the economic consensus in Australia is that the next interest rate move will be up. The current debate centres on when this move will occur, with the more dovish commentators suggesting we may have to wait until late 2020 to see the cash rate move to 1.75% from its current 1.50% setting.