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REITs go through ‘structural megatrends’ as fundies pivot in different ways

Investors and consultants are bending their efforts to find navigable paths around headwinds buffeting the commercial real estate sector.

Tahn Sharpe | 21st Sep 2023 | More
Analysts make the case for exposure timing and structured correlation

As an ever-more-connected world makes it harder to deliver uncorrelated portfolios, there are still strategies investors can use to add diversification. Industry leaders recently discussed opportunities in equities and fixed income at The Inside Network’s inaugural Investment Leaders Forum in Queenstown, New Zealand.

Lisa Uhlman | 14th Aug 2023 | More
Investors warned against chasing the ‘commodity rainbow’

While commodities proved a safe haven for investors in a brutal 2022, completing a rare two-year run at the top of the asset class returns table, Atchison consultant Kevin Toohey warns against expecting a repeat performance.

Tahn Sharpe | 16th Feb 2023 | More