Equity income investing: key market drivers

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Ben Lofthouse, Head of Global Equity Income, provides a summary of some of the key market drivers from the first quarter and key themes to watch going forward. Key takeaways... Read more continue reading

Latest data from Lonsec suggests the value rotation well underway

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After a decade of low inflation, anaemic wages growth and falling bond yields, the perceived wisdom of markets had been that value stocks will continue to underperform compared to growth... Read more continue reading

Fixed Income in a rising rate environment

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Fixed income investments have long been central to a diversified portfolio. This article from GSFM explores the role of fixed income in the current environment, one in which inflation and... Read more continue reading

Russia Ukraine conflict and its implications for infrastructure investments

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The recent invasion of Ukraine by Russia was clearly a shocking event which, in 2022, was hoped would never happen again. At 4D, we are supporters of sanctions imposed on... Read more continue reading

Vanguard investors stay the course through market volatility

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Vanguard Personal Investors have maintained investment discipline and stayed the course despite the recent share market volatility according to the newly launched Vanguard Investor Insights series. The series provides observations... Read more continue reading

War accelerates secular policy shifts across Europe

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Russia’s invasion of Ukraine last month ended the decades-long peace in Europe and injected a new source of uncertainty into global markets already grappling with inflation, tightening monetary policies and... Read more continue reading

Investing remains challenging in an unstable, post-Covid world

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Datt Capital, an active Australian equities investment manager, says the emerging new world order for investors can be characterised as post Covid, with heightened geo-political tension and inflation. Emanuel Datt,... Read more continue reading

Schroders launches fund to address YFYS benchmark challenge, attracts cornerstone super fund investor

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Schroders has launched the Schroder Global Active Allocation Fund for institutional investors in Australia, securing a foundation investment mandate from a large super fund. Sam Hallinan, Schroders Australia CEO, said:... Read more continue reading

Opportunities in the ever changing Australian credit market

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The Australian credit market is forever evolving. The structure and breadth of the market today doesn’t look anything like the Australian credit market from twenty years ago, and certainly bears... Read more continue reading

Don’t play Russian roulette with portfolio construction

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While tensions have been building over several years, the Russian invasion of Ukraine has still been a shock to most observers. The impact on lives and livelihoods is, of course,... Read more continue reading