Insights

It has been an interesting month in the world of central banking. Talks of removing monetary stimulus in Europe and further increases in interest rates in the US continue to affect markets.  Even in Australia, recent RBA board discussions regarding the ‘neutral cash rate’ have pundits predicting medium term increases in the official cash rates.

Alpha Fund Managers has awarded a mandate to global listed real estate manager Quay Global Investors (Quay), a boutique fund manager partner of Bennelong Funds Management.

In the board game Monopoly, research has shown that on average, the orange squares are among the best investment propositions on the board. 

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