
Trip Insights: Americas
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.

Why the true value of real estate comes back to the cost to rebuild
Using comparable sales as a measure of value for real estate is a trap. Here's how you should be valuing property instead.

The silver tsunami about to hit global property markets
One of the biggest opportunities in property markets is starting to hit, and Quay argues it's largely economically insensitive.

Don’t be distracted by the RBA when it comes to residential property
House prices and interest rates are hot topics, but it's not the complete residential property story.

Investment Perspectives: 10 charts for optimism in 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.

CPD: Best practice client engagement – understanding women as the drivers of investment growth
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

News & Views: China re-opening post COVID
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.

CPD: Scaling the wall of worry – a 10-point checklist for communicating volatility
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

Global Matters: 2023 outlook
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.