Insights

In financial markets, if it looks certain, it probably isn’t.

In our September 2016 Global Matters ‘Young tiger stalks ageing dragon’ we compared and contrasted India and China in terms of their economic and social development. What was clear from that paper was the exceptional rates of economic growth achieved by both nations over the recent past. A product of that growth is the emergence of a more affluent middle class within each society.

Richard Fish, founder of the Bennelong Long Short Equity Fund and the Bennelong Market Neutral Fund, is announcing his retirement after 15 years of exceptional service, effective on 1 July 2017.

Some domestic investors seek diversification by coupling Australian shares with domestic investment property (usually residential).

Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, discusses the global investment opportunities presented by listed real estate

While reporting season will set the scene for the year ahead, investors can expect a subdued local economy and share market in 2017, while the international backdrop will be more positive, according to Bennelong Funds Management boutique asset management partners. 

New Zealand advisers can now invest in nine of Bennelong Funds Management’s (Bennelong) funds.

4D Infrastructure’s Greg Goodsell (Global Equity Strategist) and Mark Jones (Senior Investment Analyst) compare and contrast NZ’s economic fortunes over the past decade with that of cross-ditch rival, Australia, asking the question: what can politicians in Australia learn from the NZ experience?

SQM Research (SQM) has awarded a ‘Superior’ rating to the Quay Global Real Estate Fund, managed by Quay Global Investors (Quay)