Insights

This is the 13th in our series of Trip Insights, where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, and Tasneef Rahman, Senior Investment Analyst, through Paris, Rome, Milan, Barcelona, Madrid and London, meeting with management teams from regulated utilities, renewables, communications and transport.

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

With the US economy showing signs of accelerating growth despite rising interest rates, Chris Bedingfield discusses the impact of shelter costs in driving disinflation. 

Quay’s Co-Principal and Portfolio Manager, Justin Blaess, speaks with Bennelong Account Director, Jodie Saw, about the impact of high rates on REITs (less of an issue than most expect), the mismatch between supply and demand (the main drivers of return), the opportunities emerging globally, and Quay’s long-term earnings outlook.

Justin Blaess, Quay's Principal and Portfolio Manager, was recently interviewed on Money Management's Relative Return podcast. 

Many of us want to save effectively, invest well, and generate sufficient funds to pay for a home, children’s education, travel and, ultimately, a secure retirement. But navigating a complex financial landscape can be intimidating. Fortunately, there are professionals who can guide you.

Touchstone’s Portfolio Specialist, Ron Sargeant, speaks with Bennelong Account Director, Holly Old, about current consumer spending and what it means for the economy, why secular stagnation matters, the impact of higher earnings, and Touchstone’s cautious outlook for reporting season.

Being an investor in listed global real estate has been tough of late. With expectations of a global recession caused by unprecedented interest rate increases, sentiment towards listed global real estate has soured. 

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.