Quay Global Investors
Investment Perspectives: NAV versus Total Return Investing - an insight into Quay's investment approach
While in New York recently at a global real estate conference, we attended a number of company meetings with other participants.
4D Infrastructure
Global Matters: Assessing the sovereign risk of Australia v USA
Greg Goodsell, Global Equity Strategist at 4D Infrastructure, compares the sovereign risk of investing in Australia versus the United States.
Bennelong Funds Management
Adapt or die
Craig Bingham, Bennelong's CEO discusses the changing landscape of the funds management industry and how businesses must evolve in order to survive.
Quay Global Investors
Investment Perspectives: BoAML Real Estate Conference - thoughts and themes
Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, shares key themes which emerged from meetings following the attendance of the Bank of America Merrill Lynch Global Real Estate Conference held in New York.
Bennelong Funds Management
Four Bennelong funds live on mFund
BAEP’s suite of funds are now available on the newly established ASX platform, mFund.
Bennelong Funds Management
Four Professional Planner/Zenith Fund Awards nominations
Bennelong Funds Management (Bennelong) and three of its boutiques have been nominated in this year’s highly regarded Professional Planner/Zenith Fund Awards.
Bennelong Funds Management
Active versus passive management: when actively managed funds make sense
Exchange-traded funds (ETFs) have shaken up the Australian funds management landscape. From their inception in 2001, ETFs have grown to a market capitalisation of $18.5 billion in Australia[1] with a population of almost 130.
Quay Global Investors
Investment Perspectives: The case for global real estate
Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, explores the benefits of investing in global real estate - from accessing listed asset classes not easily accessible in Australia, to competitive total returns.
Quay Global Investors
Investment Perspectives: Listed real estate and rising interest rates - should we be concerned?
One of the more persistent themes in listed real estate today is the so-called headwinds of rising US (and global) interest rates. The narrative argues rising interest rates are negative for listed real estate prices. We believe there are a number of problems with this argument.
