News & Views: The real risk of wildfires to US infrastructure investors
This article focuses on wildfires in the US, and their impact on utility companies in our universe.
Investment Perspectives: What does 'higher for longer' mean for real estate?
While recession is seemingly off the table after a strong September quarter, many are now expecting an interest rate environment that's 'higher for longer'. This article explores what this means for the real estate sector.
Global Matters: Extreme weather risks and their impact on investors
In this article, Peter Aquilina (Portfolio Manager - Sustainability) discusses how climate-related events can impact infrastructure operators and their investors.
CPD: How HNW individuals are navigating volatile times
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Investment Perspectives: The housing fate from interest rates
As interest rates rise, investment activity falls, reducing activity across the construction sector. This article discusses the impact interest rates are expected to have on future residential supply.
CPD: More face time – outsourcing your way to better returns and a superior client experience
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
News & Views: China – the re-opening trade that never quite was
In this article, we explore why China’s re-opening has proven to be more fizzle than fireworks.
Investing Essentials: Understanding fund fees - price versus value
“Price is what you pay, value is what you get” - Warren Buffet
Trip Insights: Europe
This is the 13th in our series of Trip Insights, where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, and Tasneef Rahman, Senior Investment Analyst, through Paris, Rome, Milan, Barcelona, Madrid and London, meeting with management teams from regulated utilities, renewables, communications and transport.
