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4D Infrastructure
News & Views: Looming French presidential election
The French presidential election is underway, with a first-round vote on Sunday 10 April and the run-off between the top two candidates on Sunday 24 April.
Articles 6 min read
6 April 2022
Investment-Perspectives-Hedging-against-inflation-gold-or-real-estate
Quay Global Investors
Investment Perspectives: Hedging against inflation – gold or real estate?
In August last year, we highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation.
Articles 6 min read
5 April 2022
GM35-Russia-Ukraine-conflict
4D Infrastructure
Global Matters: Russia-Ukraine conflict
The recent invasion of Ukraine by Russia was clearly a shocking event which, in 2022, was hoped would never happen again. At 4D, we are supporters of sanctions imposed on Russia and have reviewed our portfolio for Russian exposure (regardless of materiality), while conducting a deep dive into what this conflict means for the global infrastructure sector in the near and medium term.
Articles 12 min read
30 March 2022
Insights-banner-astronaut
Bennelong Funds Management
Bennelong Funds Management appoints Nathan Masalski as account director
Bennelong Funds Management has appointed Nathan Masalski as account director, investments, to expand the company’s distribution strategy in the Victorian and Tasmanian markets.
News
24 March 2022
News-&-Views-Opportunities-in-equity-market-volatility
4D Infrastructure
News & Views: Opportunities in equity market volatility
Volatile markets often give rise to the best investment opportunities.
Articles 4 min read
22 March 2022
Advice-practice-sustainability-a-risk-management-perspective
Bennelong Funds Management
CPD: Advice practice sustainability – a risk management perspective
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Articles
22 March 2022
Quay
Quay Global Investors
Investment Perspectives: Interest rates, bonds and listed real estate
Just as we seemed to be passing peak inflation (port access has been improving and second hand car prices declining), the recent attack by Russian forces into Ukraine has resulted in another spike in commodity prices.
Articles 6 min read
7 March 2022
4D
4D Infrastructure
News & Views: Labor’s emissions reduction plan
Achieving Net Zero carbon emissions is critical to long-term climate goals.
Articles 4 min read
24 February 2022
4D
4D Infrastructure
Because even “safe” stocks are risky: 7 steps to help spot red flags
Investing involves risk. This is true for whatever assets you’re buying, whether they're the latest “meme stocks”, government bonds, or equities in defensive sectors such as listed infrastructure.
Videos 4 min watch
23 February 2022