
CPD: Developing a post-QAR advice value proposition
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

Quay podcast: How high rates are impacting REITs
Quay’s Co-Principal and Portfolio Manager, Justin Blaess, speaks with Bennelong Account Director, Jodie Saw, about the impact of high rates on REITs (less of an issue than most expect), the mismatch between supply and demand (the main drivers of return), the opportunities emerging globally, and Quay’s long-term earnings outlook.

Seeking global property opportunities
Justin Blaess, Quay's Principal and Portfolio Manager, was recently interviewed on Money Management's Relative Return podcast.

Investing Essentials: How a financial adviser can help
Many of us want to save effectively, invest well, and generate sufficient funds to pay for a home, children’s education, travel and, ultimately, a secure retirement. But navigating a complex financial landscape can be intimidating. Fortunately, there are professionals who can guide you.

Touchstone podcast: The state of consumer spending
Touchstone’s Portfolio Specialist, Ron Sargeant, speaks with Bennelong Account Director, Holly Old, about current consumer spending and what it means for the economy, why secular stagnation matters, the impact of higher earnings, and Touchstone’s cautious outlook for reporting season.

Investment Perspectives: Thinking about the cycle
Being an investor in listed global real estate has been tough of late. With expectations of a global recession caused by unprecedented interest rate increases, sentiment towards listed global real estate has soured.

CPD: Client and business referrals – a new framework for success
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

News & Views: Political lobbying risks in the US
In this article, we outline the risks associated with political lobbying practices, consider best practice for avoiding these risks, and outline 4D’s approach to dealing with recent controversies.

Investing Essentials: Staying the course
Investing is a marathon, not a sprint.