Insights

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.

For investors looking to take advantage of the opportunities in emerging markets, infrastructure is an attractive way to do so and there is no better time than now, according to CEO/CIO and portfolio manager at 4D Infrastructure, Sarah Shaw.

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. 

Apart from the very short COVID-induced downturn in 2020, Australia has largely avoided a material economic recession since 1990-91, where unemployment peaked at almost 12%. As central banks around the world continue their crusade to deliver on their targeted level of unemployed citizens, there have been signs of some deceleration in the Australian economy.

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

Touchstone Asset Management has promoted Blake Dowsett to the newly created role of Head of Research.

Continuing its streak of wins, the Quay Global Real Estate Fund (Unhedged) has won the award for International Listed Property at the Financial Standard Investment Leadership Awards and the award for Global Property Securities Fund at Money Management’s Fund Manager of the Year Awards.

It’s an ever-popular debate among investors: which are better, active or passive funds?

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.