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Water utilities – dull but dependable?

I want to discuss a water utility, which may sound as dull as dishwater – but we global real assets investors have never been averse to safe, predictable, and yes, boring companies. The type of company that pays a dividend that is as dependable as a birthday cheque from Grandma. We have specialist in-house capability…

Daniel Simmonds | 15th Oct 2020 | More
Precise Risk in Imprecise Markets

There are probably few things more certain to glaze the eyes of investors than discussing risk-adjusted returns or efficient frontiers, never mind Sharpe ratios and the like. To be transparent, how many within the industry really focus on these statistics when creating a portfolio? As the momentum shifts away from 60/40 portfolios, the traditional volatility…

Giselle Roux | 24th Sep 2020 | More
Finally, a win for retirees

The ATO delivered some positive news, approving fractional property investment platform Domacom’s’ application to broaden the use of the $300,000 downsizer contribution.

Drew Meredith | 27th Aug 2020 | More
  • Time for alternative investments to shine

    Given the global outlook is clearly one of a high degree of risk, it is surprising that all forms of risk assets seem to continually defy all the negative outlooks. Traditional asset allocations have been heavily tied to equity market growth and the continual decline in risk free interest rates over the past 30 years….

    Michael Armitage | 24th Aug 2020 | More