4D Infrastructure
Why invest in global listed infrastructure?
4D Infrastructure’s Sarah Shaw and Greg Goodsell discuss the characteristics of global infrastructure, the increasing global need for investment in the sector, and the exciting opportunities this presents.
Bennelong Funds Management
Five Professional Planner/Zenith Fund Award nominations
Bennelong Funds Management (Bennelong) and three of its boutiques have been nominated in this year’s highly regarded Professional Planner/Zenith Fund Awards with a total of five award nominations.
Quay Global Investors
Investment Perspectives: Beware the chase for yield
It now seems the consensus gets it. Interest rates will stay lower for longer and are unlikely to ‘normalise’ any time soon.
Bennelong Funds Management
Two new board members for Bennelong
Bennelong Funds Management (Bennelong) today announces the appointment of two new Non-Executive Directors to its board - Vicki Allen and Lincoln McMahon.
Quay Global Investors
Investment Perspectives: NAREIT REIT Week - thoughts and themes
At the start of June we attended the annual National Association Real Estate Investment Trust (NAREIT) conference in New York. It was a good opportunity to meet many of our investees, their competitors, and receive an update on North American real estate.
4D Infrastructure
Global Matters: Australia's decade of fiscal deficits: There is a better way!
Over the past decade Australia has been let down by its federally elected politicians in the administration of fiscal policy. Greg Goodsell, Global Equity Strategist at 4D Infrastructure, revisits a dismal decade of deficits, while also asking the question: is fiscal policy just too important to leave in the hands of elected politicians?
Bennelong Funds Management
Bennelong board appoints Andrea Waters
As part of its strategic plan for expansion, Andrea Waters has joined Bennelong Funds Management (Bennelong) as a Non-Executive Director. Andrea will also Chair Bennelong’s Audit, Risk and Compliance Committee.
Quay Global Investors
Investment Perspectives: Thinking about Malls (Shopping Centres)
The month of May was particularly brutal for a number of US and Australian retailers. In the US, GAP, L Brands, Macy’s Nordstrom and others reported weaker than expected or declining sales and profits.
4D Infrastructure
Global Matters: Will Brexit lead to Exitaliano?
The impending Brexit vote on European Union (EU) membership on 23 June 2016 will be a defining moment for Britain and Europe, and could have significant ramifications for global equity markets. Greg Goodsell, Global Equity Strategist at 4D Infrastructure, examines whether Brexit may be a catalyst for further EU exits, with Italy a possible candidate.
