Investment Perspectives: A big disinflation tailwind is coming
With the US economy showing signs of accelerating growth despite rising interest rates, Chris Bedingfield discusses the impact of shelter costs in driving disinflation.
CPD: Developing a post-QAR advice value proposition
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Investing Essentials: How a financial adviser can help
Many of us want to save effectively, invest well, and generate sufficient funds to pay for a home, children’s education, travel and, ultimately, a secure retirement. But navigating a complex financial landscape can be intimidating. Fortunately, there are professionals who can guide you.
Investment Perspectives: Thinking about the cycle
Being an investor in listed global real estate has been tough of late. With expectations of a global recession caused by unprecedented interest rate increases, sentiment towards listed global real estate has soured.
CPD: Client and business referrals – a new framework for success
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Investing Essentials: Staying the course
Investing is a marathon, not a sprint.
News & Views: Political lobbying risks in the US
In this article, we outline the risks associated with political lobbying practices, consider best practice for avoiding these risks, and outline 4D’s approach to dealing with recent controversies.
Investment Perspectives: Why best-in-class mall rents are recession resilient
Apart from the very short COVID-induced downturn in 2020, Australia has largely avoided a material economic recession since 1990-91, where unemployment peaked at almost 12%. As central banks around the world continue their crusade to deliver on their targeted level of unemployed citizens, there have been signs of some deceleration in the Australian economy.
Investment Insights: Stage two of the downturn – earnings downgrades
In mid-2021, Touchstone developed the view that inflation would move higher and become more persistent than was widely expected. We thought this would, in turn, see central banks increase interest rates to levels well above market forecasts.