Insights

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.

Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, explores global inflation trends and their continued decline.

Bennelong Funds Management’s parent company, the Bennelong Group, has changed its name to the Bangarra Group (Bangarra).

Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, explains the little known link between loans and deposits, the impact on equities and the Australian superannuation system, and why he believes it’s prudent to look at offshore investments.

Bennelong Funds Management (Bennelong) is pleased to announce a new addition to its stable of boutiques: Quay Global Investors (Quay), a joint initiative between Quay’s principals Justin Blaess and Chris Bedingfield, and Bennelong.

“He who sells what isn't his'n, must buy it back or go to prison.” Daniel Drew, 19th Century US speculator.

We think “macro investing” is hard, really hard. It’s not that we do not understand the macro-economic landscape, we do. 

Bennelong Funds Management (Bennelong) today announced a partnership with new global infrastructure investment manager, 4 Corners Infrastructure (4 Corners). Bennelong’s newest boutique is a joint initiative between 4 Corners’ team members Michael Morrison, Sarah Shaw and Greg Goodsell and Bennelong.

The Bennelong Long Short Equity Fund (the Fund) has maintained its ‘Highly Recommended’ rating by Zenith Investment Partners (Zenith).