Kardinia Capital
Articles
7 September 2022
3
min
read
The Long and The Short: The 8 minutes that really mattered
In his 8-minute speech at the recent Jackson Hole symposium, US Federal Reserve Chair, Jerome Powell, fundamentally shifted the market outlook.
Quay Global Investors
Articles
1 September 2022
8
min
read
Investment Perspectives: Why rising interest rates aren’t working (yet)
It’s been a volatile year. High inflation, along with actual and expected high interest rates, have roiled markets across equities, fixed income, commodities and real estate.
4D Infrastructure
Articles
31 August 2022
11
min
read
Trip Insights: Europe
This is the 10th in our series of Trip Insights where we share our travel experiences.
Bennelong
Articles
31 August 2022
4
min
read
CPD: Marketing blueprints – a 5 step guide to building your advice practice marketing plan
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Skerryvore Asset Management
Videos
24 August 2022
7
min
watch
Why Skerryvore is underweight to China
Some of the world’s biggest tech names are domiciled in China, but Skerryvore Asset Management is underweight in the Chinese market - an unusual move in an age where Alibaba and Baidu are popular hous
4D Infrastructure
Articles
19 August 2022
5
min
read
News & Views: The cost of war
Russia invaded Ukraine on 24 February 2022, no doubt expecting a quick and easy triumph in achieving its territorial ambitions.
Quay Global Investors
Podcasts
18 August 2022
16
min
listen
Quay podcast: the latest trends in housing, retail and venture capital
Chris Bedingfield speaks with Holly Old about the team’s latest – and highly popular – Investment Perspectives article, 12 charts we’re thinking about right now.
Bennelong
Articles
9 August 2022
4
min
read
CPD: Financial advice tech - driving increased efficiency and better client engagement
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
4D Infrastructure
Podcasts
9 August 2022
16
min
listen
4D podcast: interest rates, inflation and infrastructure
4D’s Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, speaks with Bennelong’s Jodie Saw about the impact changing interest rates and inflation can have on infrastructure; and the opp
