Bennelong Funds Management
Mixed market sentiment for 2025 driven by global geopolitics and central bank easing cycles
The incoming Trump administration has raised uncertainty about the outlook for global markets in 2025, particularly around the implementation of Trump’s protectionist policies, according to Bennelong and its boutique partners Canopy Investors, 4D Infrastructure and Quay Global Investors.
Quay Global Investors
Investment Perspectives: A Nike case study - lessons for real estate investors
While hindsight is 20/20, Nike's recent moves in the retail space offer valuable lessons for consumer businesses and real estate investors alike.
4D Infrastructure
Global Matters: The data centre opportunity for infrastructure investors
In this article, Peter Aquilina (Portfolio Manager – Sustainability), summarises the challenges and opportunities that the growing data centre load demand is providing for infrastructure companies globally.
Canopy Investors
Fish where the fish are
“The first rule of fishing is 'fish where the fish are', and the second rule of fishing is 'don't forget rule number one'. And in investing it's the same thing. Some places have lots of fish, and you don't have to be that good a fisherman to do pretty well.
4D Infrastructure
News & Views: Tariffs - the impact on infrastructure
In this article, we look at the impact of the first US-Chinese trade war in 2017-19, the tariff proposals in the current US election campaign, and their potential impact on global infrastructure stocks and sectors, both in the short term and over the longer term.
Bennelong Funds Management
New hire to support Bennelong’s trustee services offering
Bennelong Funds Management has appointed Alan O’Brien to the newly created role of Relationship Manager, Trustee Services.
Quay Global Investors
Investment Perspectives: 10 charts that recently caught our eye
From rising deficits to debunking housing market myths, this article explores the economic indicators shaping the US and Australian markets, offering insights into fiscal policies, interest rates, and real estate dynamics.
4D Infrastructure
Trip Insights: LatAm (Part 2)
With so much to report from the trip, we split our insights into two parts. In part 1 of this piece, we highlighted some interesting political themes and observations from the trip that have influenced our ongoing investment in the region. In this second part, we explore the state of play for economics and infrastructure, as well as our portfolio positioning in LatAm.
4D Infrastructure
Trip Insights: LatAm (Part 1)
This is the 17th in our series of Trip Insights, where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, to Latin America.
