4D Infrastructure
News & Views: An update on green hydrogen
In March 2021, we explored green hydrogen in our Global Matters article, ‘Green hydrogen – a European case study’, amidst the growing excitement around hydrogen as a decarbonisation tool. We also recently had our first site visit to a green hydrogen plant, and heard how trials were progressing.
Quay Global Investors
Investment Perspectives: The yield curve, recessions and soft landings
One of the accepted truisms in modern finance is that a lot of information can be derived from the yield curve.
4D Infrastructure
Trip Insights: United States
This is the 11th in our series of Trip Insights, where we share our travel experiences. It follows Peter Aquilina, Head of ESG and Senior Investment Analyst, as he travels through southern states in the US, meeting management teams of oil and gas pipeline, regulated utilities and renewables companies.
Touchstone Asset Management
Strong start to 2023 likely, but full interest rate impact still to play out
The real economic impact of higher interest rates will start to hit home in the first half of 2023, resulting in households reducing spending and many corporates’ earnings revising materially lower during the course of next year, says Ron Sargeant, portfolio specialist at Touchstone Asset Management.
Bennelong Funds Management
CPD: RegTech solutions for Australian financial advisers – an overview
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
4D Infrastructure
News & Views: The energy development opportunity for European offshore wind
Europe has long been the leader in the global energy transition. In this piece, we look at how renewable policy development is accelerating in Europe, focusing specifically on offshore wind – one of the fastest growing renewable technologies. We also consider how the sector outlook is both evolving and exciting.
Quay Global Investors
Investment Perspectives: No, bond vigilantes don’t exist for a monetary sovereign
The definition of a ‘bond vigilante’ is a bond trader who threatens to sell, or sells, a large amount of bonds to protest or signal distaste with policies of the issuer[1]. So, are they a factor in the current market environment?
Bennelong Funds Management
CPD: Close the advice intent/action gap by understanding behavioural change
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Bennelong Funds Management
CPD: 5 techniques for building ‘change fitness’ in financial advice practices
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.