Wednesday 21st October 2026
Centennial’s Alex Edwards says good metro industrial combines location within 30 to 45 minutes of population, diversified tenants and leases that capture market rents often.
Barwon’s Jonathon Pullin on why real estate credit spans a risk spectrum, and what advisers should ask before allocating client capital.
High-quality franchise, clean balance sheet and a valuation compressed by temporary margin pressure. Caroline Cai of Pzena Investment Management explains why...
Jessica Tan of S&P Dow Jones Indices explains how market value-weighted bonds establish benchmarks and how customised client objectives dictate index...
AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...
Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...
Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...
Loftus Peak’s Anshu Sharma makes the case that disruption is a continuum rolling through every industry rather than a technology trade, and explains why...
Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...
