Quay Global Investors
Investment Perspectives: Hedging against inflation – gold or real estate?
In August last year, we highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation.
4D Infrastructure
Global Matters: Russia-Ukraine conflict
The recent invasion of Ukraine by Russia was clearly a shocking event which, in 2022, was hoped would never happen again. At 4D, we are supporters of sanctions imposed on Russia and have reviewed our portfolio for Russian exposure (regardless of materiality), while conducting a deep dive into what this conflict means for the global infrastructure sector in the near and medium term.
Bennelong Funds Management
CPD: Advice practice sustainability – a risk management perspective
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
4D Infrastructure
News & Views: Opportunities in equity market volatility
Volatile markets often give rise to the best investment opportunities.
Quay Global Investors
Investment Perspectives: Interest rates, bonds and listed real estate
Just as we seemed to be passing peak inflation (port access has been improving and second hand car prices declining), the recent attack by Russian forces into Ukraine has resulted in another spike in commodity prices.
4D Infrastructure
News & Views: Labor’s emissions reduction plan
Achieving Net Zero carbon emissions is critical to long-term climate goals.
Bennelong Funds Management
CPD: The employee engagement imperative for financial advice practices
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Bennelong Funds Management
CPD: Client engagement in the new world – Adviser toolkit
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
4D Infrastructure
Global Matters: 2022 outlook
2022 is shaping up as potentially another challenging year, with the combined effects of the ongoing COVID crisis together with evolving inflationary pressures presenting governments and central banks around the world with some challenging policy decisions.