Insights

4D Infrastructure’s Greg Goodsell (Global Equity Strategist) and Mark Jones (Senior Investment Analyst) compare and contrast NZ’s economic fortunes over the past decade with that of cross-ditch rival, Australia, asking the question: what can politicians in Australia learn from the NZ experience?

SQM Research (SQM) has awarded a ‘Superior’ rating to the Quay Global Real Estate Fund, managed by Quay Global Investors (Quay)

SQM Research (SQM) has rated the 4D Global Infrastructure Fund (the Fund), which was launched in March 2016, as ‘Favourable’. The Fund is managed by 4D Infrastructure (4D), headed up by Sarah Shaw and Greg Goodsell, with support from two investment analysts and the backing of Bennelong.

At Quay, we like to think of ourselves as bottom-up stock and industry analysts. We try to minimise risk through our investment process. However, we are also fully aware of our limitations. No matter how much due diligence we undertake, there will always be unknowns.

Bennelong has expanded its business model offshore with the launch of BennBridge, an asset management incubator located in London.

As a financial planner, you probably think storytelling has provenance in parents tucking their kids into bed. Or perhaps you assume it’s a polite way of describing unethical spin-doctoring. Either way, there is no room for storytelling in your professional practice. Is there? I propose storytelling is, in fact, a valuable business tool just waiting for you to unleash its potential.

Bennelong’s Sydney office has relocated to a new floor, joined by its Sydney-based boutiques - 4D Infrastructure, Avoca Investment Management, Bennelong Australian Equity Partners (BAEP), Quay Global Investors and Touchstone Asset Management. All teams are now located on level 26 of 20 Bond Street.

Here we are seven years later, and the fear of the great bond collapse is upon us - again. This time, the catalyst appears to be a near universal acceptance that monetary policy is reaching its limit.

“Listed infrastructure offers real potential for investors looking for long-term, defensive investments with an attractive yield,” says Greg Goodsell of 4D Infrastructure. “And we believe the opportunity will expand rapidly over coming decades.