Quay Global Investors
Investment Perspectives: Banks, balance sheets and bailouts
For listed real estate, the fear across markets during March was palpable. One could almost cut it like a knife.
Touchstone Asset Management
Investment Insights: The wrap on reporting season
In the post GFC environment, many investors focused principally on one number during reporting season – revenue growth.
Quay Global Investors
Investment Perspectives: Is the Aussie residential market bottoming?
A stall in national house price declines while interest rates keep climbing has sparked yet another national debate on the future direction of the Australian residential market. Specifically, has the market bottomed?
Bennelong Funds Management
CPD: A family affair – the challenges of retaining intergenerational wealth
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
4D Infrastructure
Trip Insights: Americas
This is the 12th in our series of Trip Insights where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, to Mexico and North America in January 2023.
Quay Global Investors
Investment Perspectives: 10 charts for optimism in 2023
The macroeconomic outlook has been uncertain for the past few years, with many bracing themselves for a recession. However, recent data suggests that inflation may have been transitory, and there's been some positive growth across the housing, energy and job sectors.
Bennelong Funds Management
CPD: Best practice client engagement – understanding women as the drivers of investment growth
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
4D Infrastructure
News & Views: China re-opening post COVID
After three years of restrictions, mass testing and rolling snap lockdowns under its ‘zero-COVID’ policy, China has officially signaled its intention to join the rest of the world in living with COVID.
Bennelong Funds Management
CPD: Scaling the wall of worry – a 10-point checklist for communicating volatility
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.