Insights

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.

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.

Some of the world’s biggest tech names are domiciled in China, but Skerryvore Asset Management is choosing a different focus.

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.

Chris Bedingfield speaks with Holly Old about the team’s latest – and highly popular – Investment Perspectives article, 12 charts we’re thinking about right now.

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

4D’s Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, speaks with Bennelong’s Jodie Saw about the impact changing interest rates and inflation can have on infrastructure; and the opportunities presented in the asset class.

The latest trends in housing, retail and venture capital – and what they mean for investors.

On 30 June 2022, the Supreme Court of the United States (SCOTUS) ruled in favour of West Virginia and a group of other states in their lawsuit against the Environmental Protection Agency (EPA), potentially limiting the agency’s ability to enforce actions to limit greenhouse gas (GHG) emissions.