Skerryvore Asset Management
The opportunity in emerging markets
“We call ourselves far-sighted and fair-minded investors, and we’re looking to invest with far-sighted and fair-minded companies.”
Quay Global Investors
Quay podcast: Inflation, interest rates and industrials
Quay’s Chris Bedingfield and Bennelong’s Carl McMinn discuss the changing market environment, what’s ahead for the sector, and how Quay is positioning the portfolio – rising interest rates or not.
Quay Global Investors
Quay podcast: House prices in 2022 and beyond
Chris Bedingfield shares his views on Australia’s favourite topic.
4D Infrastructure
Your guide to investing in infrastructure
Sarah Shaw joins the Fear And Greed podcast for a guide to infrastructure investing.
4D Infrastructure
4D podcast – the role of infrastructure in reaching net zero
With the COP26 summit upon us, Sarah Shaw weighs in on decarbonisation.
Quay Global Investors
Quay podcast – Evergrande and the global real estate sector
Listen as Chris Bedingfield gives an update on the G-REIT market.
Quay Global Investors
How to invest in real estate without buying property
Chris Bedingfield joins the Fear And Greed podcast to discuss his career and global listed real estate.
Quay Global Investors
Quay podcast: housing, retail, office and interest rates
Quay’s Chris Bedingfield speaks with Bennelong’s Holly Old about the team’s latest Investment Perspectives article, 10 charts we’re thinking about right now.
4D Infrastructure
4D podcast: infrastructure and the global recovery
Sarah Shaw and Greg Goodsell (4D Infrastructure) speak with Dave Whitby (Bennelong Funds Management) about why 4D is looking forward to an inflationary environment in the global recovery; and how COVID is contributing to M&A activity in the listed infrastructure space.
