Insights

The importance of themes, megatrends and the benefits of active investing

Global real estate is one of nine major asset classes. However, many may not know it has ranked in the top five asset classes for 13 of the past 17 years, and should play a larger role in Australian investors’ portfolios, says Chris Bedingfield, Principal and Portfolio Manager with Quay Global Investors.

The combination of defensive attributes, huge investment needs, and the diverse nature of available infrastructure assets, makes infrastructure investments an attractive allocation in both rising and falling markets, says Sarah Shaw, Chief Investment Officer at 4D Infrastructure.

Are we nearing a tipping point? Topic of the week, month, year and decade. Australian house prices.

Bennelong Funds Management (Bennelong) has appointed Stuart Fechner as Director, Retail Research Relationships, effective from May 2017 and reporting to Jonas Daly, Head of Wholesale Sales at Bennelong.

Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors discusses how the investment team is aligned with the interests of investors and the themes available via the Quay Global Real Estate Fund.

In financial markets, if it looks certain, it probably isn’t.

In our September 2016 Global Matters ‘Young tiger stalks ageing dragon’ we compared and contrasted India and China in terms of their economic and social development. What was clear from that paper was the exceptional rates of economic growth achieved by both nations over the recent past. A product of that growth is the emergence of a more affluent middle class within each society.

Richard Fish, founder of the Bennelong Long Short Equity Fund and the Bennelong Market Neutral Fund, is announcing his retirement after 15 years of exceptional service, effective on 1 July 2017.