Touchstone Asset Management
Investment Insights: Stage two of the downturn – earnings downgrades
In mid-2021, Touchstone developed the view that inflation would move higher and become more persistent than was widely expected. We thought this would, in turn, see central banks increase interest rates to levels well above market forecasts.
Bennelong Funds Management
CPD: 4 cyber developments advisers must understand and respond to
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Bennelong Funds Management
Investing Essentials: Active vs passive
It’s an ever-popular debate among investors: which are better, active or passive funds?
4D Infrastructure
Global Matters: The importance of emerging markets to the infrastructure opportunity
Global investors often exclude emerging markets (EMs) from their investment universe due to perceived unacceptable risk. This article explores why 4D believes EMs are too important to continue to ignore in a global asset allocation, and why listed infrastructure is the perfect way to gain exposure to the long-term EM growth thematic.
Bennelong Funds Management
CPD: Exit ahead – increasing succession value through a more client-centred approach
To continue reading and receive CPD points, view the original article on AdviserVoice’s website.
Bennelong Funds Management
CPD: As the ASX goes down, the CX must rise – rethinking the concept of value in advice
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Bennelong Funds Management
Investing Essentials: Risk and return, and why they matter
When it comes down to it, the reason anyone invests their money is to turn one dollar into two. While that seems like an obvious statement, for an investor, there are a lot of questions and considerations behind it.
Quay Global Investors
Investment Perspectives: The housing market’s turning – and not just in Australia
A sequel to our recent Investment Perspectives, Is the Aussie residential market bottoming?, this article explores how residential markets have fared in the US, UK and Canada, and assesses the medium to long-term outlook for housing.
Bennelong Funds Management
CPD: The evolving ESG context
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.