Insights

This is the 12th in our series of Trip Insights where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, to Mexico and North America in January 2023.

The macroeconomic outlook has been uncertain for the past few years, with many bracing themselves for a recession. However, recent data suggests that inflation may have been transitory, and there's been some positive growth across the housing, energy and job sectors. 

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management. 

After three years of restrictions, mass testing and rolling snap lockdowns under its ‘zero-COVID’ policy, China has officially signaled its intention to join the rest of the world in living with COVID.

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management. 

While the macroeconomic outlook for 2023 remains uncertain, some green shoots have recently emerged. At 4D, we remain optimistic for infrastructure fundamentals in 2023 and beyond.

Flexible, diverse, predictable, and exposed to major global trends. In this Livewire article, Global Portfolio Manager and CEO/CIO, Sarah Shaw, tells journalist, Sara Allen, why infrastructure has it all. 

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

In March 2021, we explored green hydrogen in our Global Matters article, ‘Green hydrogen – a European case study’, amidst the growing excitement around hydrogen as a decarbonisation tool. We also recently had our first site visit to a green hydrogen plant, and heard how trials were progressing.