Editorials - Global equities

  • Global telecommunications - an attractive opportunity

    27 August 2010

    If the next 10 years resemble the previous 10 years in terms of market action, dividends will be the primary source of investment returns. In this regard, global telcos are particularly... view video

  • The global financial sector: where to now?

    20 April 2010

    After three years of banking and financial sector turmoil, financial stocks still account for 20% of the world's top 5,000 stocks by number and $8.5 trillion of the global stock market... read article

  • Australia's economy on the road to post-GFC recovery

    16 April 2010

    What does Australia’s economy look like on the road to post-GFC recovery? David Whittall, Portfolio Manager of the Bennelong SGI Global Equities Fund, discusses the leading... view video

  • Global energy - the rapidly changing landscape

    11 November 2009

    On the global equities stage, energy companies form the second largest sector with a combined market capitalisation over $3.5 trillion (US dollars). While plenty of opportunities... read article

  • Opportunities in the global energy sector

    05 October 2009

    The global energy map is set to change. David Whittall, Portfolio Manager of the Bennelong SGI Global Equities Fund, discusses some of the opportunities that exist within this sector... view video

  • What's next for the global economy?

    27 July 2009

    Scott Klimo, Bennelong SGI Portfolio Manager, shares his views on what we can expect during the next quarter. Debate about global economic recovery is rife. Is recovery really under... read article

  • US & Chinese banks - part 2, two sides of the one bubble

    18 May 2009

    The impact of the global financial crisis on the Chinese economy cannot be underestimated. In part 2 of 'US and Chinese banks - the barometer for a global stock market recovery', David... read article

  • US & Chinese banks - part 1, the barometer for a global stock market recovery

    04 May 2009

    Investors betting on the fact that stock markets are now bottoming out, are in for a cold splash in the face. Global share market performance may look bad, but there could be more pain... read article

  • Issues for Australia

    27 April 2009

    Australian producers are closely tied to the Chinese manufacturing sector which, in turn, is linked to the collapsing US housing market. Despite this, there is an Australian sector... view video

  • Seeking opportunities

    21 April 2009

    What is Bennelong SGI's point of difference? Research. Find out which sectors and companies are being explored. Bennelong SGI's Portfolio Manager, David Whittall, discusses. ... view video

  • An imbalanced system

    14 April 2009

    David Whittall, Bennelong SGI Portfolio Manager, discusses the imbalances in the global economy and why they need to be addressed. (03:49 mins) view video

  • A new partnership

    06 April 2009

    David Whittall, Bennelong SGI Portfolio Manager, discusses Bennelong's newest capability and the advantages of their approach to managing global equities. (03:29 mins) view video

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