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4D Infrastructure
Trip Insights: Europe
This is the 13th 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 Paris, Rome, Milan, Barcelona, Madrid and London, meeting with management teams from regulated utilities, renewables, communications and transport.
Articles 16 min read
7 September 2023
IP_disinflation tailwind
Quay Global Investors
Investment Perspectives: A big disinflation tailwind is coming
With the US economy showing signs of accelerating growth despite rising interest rates, Chris Bedingfield discusses the impact of shelter costs in driving disinflation. 
Articles 7 min read
6 September 2023
CPD_developing post QAR advice
Bennelong Funds Management
CPD: Developing a post-QAR advice value proposition
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Articles 3 min read
6 September 2023
Investing Essentials_financial adviser
Bennelong Funds Management
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.
Articles 3 min read
17 August 2023
CPD_thinking about the cycle
Quay Global Investors
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. 
Articles 7 min read
8 August 2023
CPD_client and business referrals
Bennelong Funds Management
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. 
Articles 4 min read
1 August 2023
Staying the course
Bennelong Funds Management
Investing Essentials: Staying the course
Investing is a marathon, not a sprint.
Articles 4 min read
21 July 2023
Political lobbying risks
4D Infrastructure
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.
Articles 4 min read
21 July 2023
II_The wrap on reporting season
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. 
Articles 6 min read
14 July 2023