Insights

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

While the macroeconomic outlook for 2023 remains uncertain, some green shoots have recently emerged. At 4D, we remain optimistic for infrastructure fundamentals in 2023 and beyond.

Flexible, diverse, predictable, and exposed to major global trends. In this Livewire article, Global Portfolio Manager and CEO/CIO, Sarah Shaw, tells journalist, Sara Allen, why infrastructure has it all. 

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

In March 2021, we explored green hydrogen in our Global Matters article, ‘Green hydrogen – a European case study’, amidst the growing excitement around hydrogen as a decarbonisation tool. We also recently had our first site visit to a green hydrogen plant, and heard how trials were progressing.

One of the accepted truisms in modern finance is that a lot of information can be derived from the yield curve.

This is the 11th in our series of Trip Insights, where we share our travel experiences. It follows Peter Aquilina, Head of ESG and Senior Investment Analyst, as he travels through southern states in the US, meeting management teams of oil and gas pipeline, regulated utilities and renewables companies.

The real economic impact of higher interest rates will start to hit home in the first half of 2023, resulting in households reducing spending and many corporates’ earnings revising materially lower during the course of next year, says Ron Sargeant, portfolio specialist at Touchstone Asset Management.

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