Insights

This article discusses how Europe has finally gotten on board with the need for electricity transmission and distribution networks, supporting a much-needed boost to network investment to the benefit of the whole sector.

In the absence of a change in fiscal policy, the consumer and policy cycle will repeat until interest rates approach zero (again).

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

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

We’re often asked how the price for our investees and our overall portfolio compares to its underlying asset value. In particular, we’re asked whether the current market price is below or above the book or direct property value of the REIT’s assets.

4D believes incorporating responsible investment into our investment and stewardship processes not only results in better ethical outcomes, but also enhances investment outcomes for our investors.

In this article, Christopher James (Senior Investment Analyst), analyses the drivers of electricity transmission investment, key challenges, potential solutions, and the broader investment opportunities within energy transition in Australia.

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

In the aftermath of a volatile macroeconomic year, this article delves into the global real estate outlook for 2024, highlighting some interesting themes across senior housing, retail, industrial, Japan and data centres.