Insights

On 16 October 2022, the Communist Party of China (CCP) will commence its 20th National Congress. In this News and Views blog, we outline what we expect from the Congress and, importantly, how it could influence existing and new infrastructure projects in China.

In this article, we look at the history of the global financial crisis (GFC), how it compares to the current environment, and the implications for US housing.

In this article, we outline some of the benefits included in the Inflation Reduction Act (IRA) spending package, and how they support infrastructure investment names in 4D’s universe.

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. According to the theory, high interest rates stifle economic activity, reducing demand and moderating consumer prices.

This is the 10th 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 Rome, Milan, Zurich, Madrid, Paris, Frankfurt and London, meeting with management teams from regulated utilities, renewables, communications and transport.

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

Russia invaded Ukraine on 24 February 2022, no doubt expecting a quick and easy triumph in achieving its territorial ambitions. Consistent with the old proverb ‘those who ignore history are doomed to repeat it’, Russia has created a long, drawn-out conflict with no real path to a resolution.

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

The latest trends in housing, retail and venture capital – and what they mean for investors.