Insights

Listen as Chris Bedingfield gives an update on the G-REIT market.

Chris Bedingfield joins the Fear And Greed podcast to discuss his career and global listed real estate.

Imagine you are an office manager for a medium sized firm of 20 employees. Under normal circumstances, you and the staff would occupy around 400 sqm of office accommodation located in the CBD. But these are not normal circumstances. Lockdown orders mean that all staff are currently working from home.

When investing in real estate, higher inflation is more likely to be a friend than a foe, helping protect investment from supply side issues and driving up the residual value of improvements, says Justin Blaess, portfolio manager at Quay Global Investors.

We’ve often stated that real estate (listed and direct) tends to outperform equities during periods of high inflation and have previously cited the following chart as evidence of this dynamic.

Bennelong Funds Management announced today the launch of the Skerryvore Global Emerging Markets All-Cap Equity Fund in Australia.

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.

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.

Michael Dwyer AM has been appointed as chair of the boards of Bennelong Funds Management Group Pty Ltd (BFMG) and its subsidiary Bennelong Funds Management Ltd (BFML), effective from 1 July 2021. He joined the Bennelong boards as non-executive director in December 2020.