Insights

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.

In this paper Greg Goodsell, Global Equity Strategist at 4D Infrastructure, ventures a little further into the tiger’s den to identify some of the incredible opportunities… and daunting challenges… facing this rapidly changing nation.

Bennelong Funds Management (Bennelong) has identified a number of exciting investment managers in the UK and, after a considerable review, have decided to open an office in London, establishing a presence in the UK market.

Bennelong Funds Management (Bennelong) Chair, Mike Pratt, is stepping down from 1 November 2016. Stephen Rix, who has been a member of the Bennelong Board since 2010 and is Chair of four of Bennelong’s boutique asset management teams, has been appointed as the new Chair of Bennelong.

Bennelong Long Short Equity Management (BLSEM) has won ‘Best Market Neutral Fund’ at the Hedge Fund Rocks and Australian Hedge Fund Awards, announced at an award ceremony on 15 September.

Bennelong today announced the appointment of Marta Galli to the newly created role of Product Manager, reporting directly to Jeff Phillips, Chief Financial Officer.

Bennelong Long Short Equity Management (BLSEM) has appointed Justin Hay as Senior Investment Analyst, to further strengthen its investment capability within the business. Justin joined the team in August 2016 and is a CFA charter holder.

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, examines the current position and prospects of these two mighty nations. While China has led the growth charge over the past two decades, the Indian tiger is looming as a very real growth rival to its north eastern neighbour, with huge potential for both sustained development and broad based wealth creation.