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