
Investment Perspectives: No, bond vigilantes don’t exist for a monetary sovereign
The definition of a ‘bond vigilante’ is a bond trader who threatens to sell, or sells, a large amount of bonds to protest or signal distaste with policies of the issuer[1]. So, are they a factor in the current market environment?

CPD: Close the advice intent/action gap by understanding behavioural change
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

CPD: 5 techniques for building ‘change fitness’ in financial advice practices
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

News & Views: China’s 20th National Congress
On 16 October 2022, the Communist Party of China (CCP) will commence its 20th National Congress. In this News and Views blog, we outline what we expect from the Congress and, importantly, how it could influence existing and new infrastructure projects in China.

Investment Perspectives: A closer look at US housing
In this article, we look at the history of the global financial crisis (GFC), how it compares to the current environment, and the implications for US housing.

News & Views: The Inflation Reduction Act will drive US' efforts towards net-zero
In this article, we outline some of the benefits included in the Inflation Reduction Act (IRA) spending package, and how they support infrastructure investment names in 4D’s universe.

Investment Perspectives: Why rising interest rates aren’t working (yet)
It’s been a volatile year. High inflation, along with actual and expected high interest rates, have roiled markets across equities, fixed income, commodities and real estate. According to the theory, high interest rates stifle economic activity, reducing demand and moderating consumer prices.

Trip Insights: Europe
This is the 10th in our series of Trip Insights where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, and Tasneef Rahman, Senior Investment Analyst, through Rome, Milan, Zurich, Madrid, Paris, Frankfurt and London, meeting with management teams from regulated utilities, renewables, communications and transport.

News & Views: The cost of war
Russia invaded Ukraine on 24 February 2022, no doubt expecting a quick and easy triumph in achieving its territorial ambitions. Consistent with the old proverb ‘those who ignore history are doomed to repeat it’, Russia has created a long, drawn-out conflict with no real path to a resolution.