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II_the wrap on reporting season
Touchstone Asset Management
Investment Insights: The wrap on reporting season
In the post GFC environment, many investors focused principally on one number during reporting season – revenue growth.
Articles 6 min read
17 March 2023
IP_aussie market bottoming
Quay Global Investors
Investment Perspectives: Is the Aussie residential market bottoming?
A stall in national house price declines while interest rates keep climbing has sparked yet another national debate on the future direction of the Australian residential market. Specifically, has the market bottomed?
Articles 4 min read
7 March 2023
CPD_A family affair
Bennelong Funds Management
CPD: A family affair – the challenges of retaining intergenerational wealth
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Articles 4 min read
7 March 2023
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4D Infrastructure
Trip Insights: Americas
This is the 12th in our series of Trip Insights where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, to Mexico and North America in January 2023.
Articles 20 min read
28 February 2023
IP_10 charts for optimism
Quay Global Investors
Investment Perspectives: 10 charts for optimism in 2023
The macroeconomic outlook has been uncertain for the past few years, with many bracing themselves for a recession. However, recent data suggests that inflation may have been transitory, and there's been some positive growth across the housing, energy and job sectors. 
Articles 9 min read
10 February 2023
CPD_best practice client engagement
Bennelong Funds Management
CPD: Best practice client engagement – understanding women as the drivers of investment growth
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management. 
Articles 4 min read
10 February 2023
1
4D Infrastructure
News & Views: China re-opening post COVID
After three years of restrictions, mass testing and rolling snap lockdowns under its ‘zero-COVID’ policy, China has officially signaled its intention to join the rest of the world in living with COVID.
Articles 5 min read
9 February 2023
CPD_ scaling worry
Bennelong Funds Management
CPD: Scaling the wall of worry – a 10-point checklist for communicating volatility
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management. 
Articles 2 min read
24 January 2023
GM_2023 outlook
4D Infrastructure
Global Matters: 2023 outlook
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.
Articles 14 min read
17 January 2023