Insights

SQM has upgraded Quay Global Investors, a Bennelong boutique, to its highest rating category of "Outstanding" (4½ stars).

Gyrations in equity markets over the past three months have been significant. After a -4.2% decline in December and -11% fall for the final quarter of 2018, global equities have recovered strongly, up 9.5% so far this year.

Bennelong Funds Management has expanded into the United States via its new subsidiary, BennBridge US, with plans to distribute a number of its existing investment funds to institutional investors, similar to its strategy in Australia and the United Kingdom.

Bennelong Funds Management has appointed Carl McMinn to the newly created role of Associate Account Director, Investments as Bennelong continues to build its investment sales team.

This is the sixth in our series of Trip Insights, where we share those experiences. It follows a trip during 2018 when Peter Aquilina, 4D Global Senior Investment Analyst, completed an extensive company engagement and calling program in the United States meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities and Renewables.

This is the fifth in our series of Trip Insights. It follows three trips during 2018 when Sarah Shaw, 4D Global Portfolio Manager, completed an extensive company engagement and calling program in Latin America and Europe, meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities, Renewables, Transport (road, rail, air sea) and Communications Infrastructure.

It’s been 10 years since the global financial crisis tore through markets in the months surrounding the collapse of Lehman Brothers in October 2008. While the tussle between the bulls and bears is always ongoing, in the time since it has been the bulls that have, on average, been winning.

On Your Money, Chris Bedingfield explains how an oversupply of dwellings and tighter credit conditions have made him bearish on Australian residential property – and just how far prices and interest rates could drop.

Contrary to the general consensus outlook, interest rates are probably set to fall as Australia's household debt reaches an all-time high, according to principal and portfolio manager of Quay Global Investors, Chris Bedingfield.