Insights

Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, shares his insights on The Switzer Investor Series: Investing in Growth Masterclass.

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 (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.

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 (Bennelong) today announces the appointment of two new Non-Executive Directors to its board - Vicki Allen and Lincoln McMahon.

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.

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?

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.

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.