Bennelong Funds Management - Editorials

Can we do this differently?

Thu, 01 Jan 1970 00:00:00 GMT

In an industry that's sometimes criticised for being overly homogenised, an Australian equities ex-20 strategy can offer a unique opportunity for investors to add value. Paul Cuddy,... read article

Bennelong find its place in the sun

Thu, 01 Jan 1970 00:00:00 GMT

Paul Cuddy, CEO of Bennelong Australian Equity Partners, talks to Morningstar TV about his team's high conviction, concentrated strategy and how the team's investment... read article

Global energy - the rapidly changing landscape

Thu, 01 Jan 1970 00:00:00 GMT

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

Thu, 01 Jan 1970 00:00:00 GMT

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

Spotlight on Paul Cuddy

Thu, 01 Jan 1970 00:00:00 GMT

Bennelong Australian Equity Partners CEO Paul Cuddy shares his experiences working in the funds management industry and what he's learnt along the way. view video

The evolution of super - where to now?

Thu, 01 Jan 1970 00:00:00 GMT

In 2001, Assistant Treasurer Rod Kemp said, "superannuation is one of Australia's great growth industries, with a bright future". Is this still the case? Jarrod Brown, Bennelong... read article

Opportunity and recovery

Thu, 01 Jan 1970 00:00:00 GMT

Australia's strong financial regulatory system will see the country in good stead to come out of the downturn and move into a strong recovery. Bennelong Australian Equity Partners'... view video

What's next for the global economy?

Thu, 01 Jan 1970 00:00:00 GMT

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

Institutions or boutiques?

Thu, 01 Jan 1970 00:00:00 GMT

The ongoing and very timely debate continues... who's better suited to weather the financial storm - the small, nimble boutique manager or the larger institutional manager? Jarrod... read article

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

Thu, 01 Jan 1970 00:00:00 GMT

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

Thu, 01 Jan 1970 00:00:00 GMT

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

Thu, 01 Jan 1970 00:00:00 GMT

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

Thu, 01 Jan 1970 00:00:00 GMT

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

Thu, 01 Jan 1970 00:00:00 GMT

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

Thu, 01 Jan 1970 00:00:00 GMT

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