Insights

Bennelong Funds Management (Bennelong) has promoted its Head of Finance and Operations, Hamish Wood, to Chief Strategy Officer. He will report to Chief Executive Officer Craig Bingham.

4D Infrastructure (4D) has created a new investment analyst role and recruited Tasneef Rahman to the position. It follows the appointment of Peter Aquilina as investment analyst earlier this year.

If the President of the world’s most populous nation, with the second largest and one of the fastest growing economies, invites you to a huge economic growth party to reshape Asia that he will host and fund, and which he personally described as ‘the project of the century’ that will ‘add splendour to human civilisation’: would you attend?

Lonsec upgrades Quay Global Real Estate Fund to ‘Recommended

What are some of the themes in global real estate? from Informed Investor on Vimeo.

The importance of themes, megatrends and the benefits of active investing

Global real estate is one of nine major asset classes. However, many may not know it has ranked in the top five asset classes for 13 of the past 17 years, and should play a larger role in Australian investors’ portfolios, says Chris Bedingfield, Principal and Portfolio Manager with Quay Global Investors.

The combination of defensive attributes, huge investment needs, and the diverse nature of available infrastructure assets, makes infrastructure investments an attractive allocation in both rising and falling markets, says Sarah Shaw, Chief Investment Officer at 4D Infrastructure.

Are we nearing a tipping point? Topic of the week, month, year and decade. Australian house prices.