Insights

A decade on from the global financial crisis, Western economies are now growing in unison. US tax cuts passed before Christmas and continuing strong economic data are expected to further boost growth.

Investors shouldn't get distracted by the huge amounts of information that come their way during company reporting season and mustn't let market noise influence their long-term investment goals, says Stuart Fechner, head of research relationships at Bennelong Funds Management.

This is the second in our series of ‘Trip Insights’, where we share those experiences. It follows a trip in September/October 2017 when Sarah Shaw, 4D’s Global Portfolio Manager and Chief Investment Officer, and Christopher James, 4D’s Investment Analyst, completed an extensive company engagement and calling program beginning in Hong Kong and continuing to Japan and the United States.

At Quay, our approach to global real estate investing is somewhat different to our peers. 

Bennelong Funds Management will make a donation to Dymocks Children’s Charities this year in lieu of printing and posting Christmas cards.

Sarah Shaw, Global Portfolio Manager and Chief Investment Officer, and Greg Goodsell, Global Equity Strategist, explain the benefits of investing in infrastructure and the specific opportunities available via the 4D Global Infrastructure Fund.

Bennelong Funds Management is the new naming rights sponsor of Australia’s strongest domestic cycling team, to be known as Bennelong SwissWellness Cycling Team p/b Cervelo.

Sarah Shaw, Global Portfolio Manager and Chief Investment Officer at 4D Infrastructure, explains why infrastructure shouldn’t only be considered a defensive asset class.

Sarah Shaw, Global Portfolio Manager and Chief Investment Officer at 4D Infrastructure, explains how the geographic disposition of the portfolio is determined.