Insights

“He who sells what isn't his'n, must buy it back or go to prison.” Daniel Drew, 19th Century US speculator.

We think “macro investing” is hard, really hard. It’s not that we do not understand the macro-economic landscape, we do. 

Bennelong Funds Management (Bennelong) today announced a partnership with new global infrastructure investment manager, 4 Corners Infrastructure (4 Corners). Bennelong’s newest boutique is a joint initiative between 4 Corners’ team members Michael Morrison, Sarah Shaw and Greg Goodsell and Bennelong.

The Bennelong Long Short Equity Fund (the Fund) has maintained its ‘Highly Recommended’ rating by Zenith Investment Partners (Zenith).

When thinking about investing in foreign markets what is the correct approach to foreign exchange risk – hedged or unhedged?

Since the Reserve Bank of Australia (‘RBA’) moved the official cash rate to 2.5% in August 2013, market and RBA commentators have often speculated when and how the next move will occur.

Bennelong Funds Management (Bennelong) is pleased to announce the appointment of Holly Old to the role of Director Distribution for Victoria/Tasmania, supporting the continued growth of Bennelong’s funds under management.

Since the recovery from the financial crisis, a common theme has been that artificially low interest rates* have forced investors to search for yield, which in turn has resulted in overpriced assets.

Investing is about deferred consumption. The reward for deferred consumption is the ability to consume more in the future.