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Brilliant Investment Thinking by Advisers for Advisers.
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Is now the REIT time to buy?

By their very nature, REITs are heavily leveraged and hugely sensitive to rate hikes. There is plenty of devaluation floating around, but there could also be a lot more around the corner.

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New funds offer wholesale access to infrastructure investments

Increasing government expenditure on social infrastructure is driving huge levels of investment into the sector. There are now several options for retail and wholesale investors to gain exposure to this asset class, which was previously open only to institutional investors.

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Recession plus ESG uplift spells ‘worry’ for REITS: Clearbridge

Speaking on a fireside chat during The Inside Network’s recent ESG event in Tasmania, Langley said that while infrastructure assets will continue carrying the burden of inflation there is likely more to be concerned about with REITS, both in the dominant US market and around the world.

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Tech sector runs red as ASX retreats

ASX hit as US rattled, Boral takeover offer, Rex clarifies misstatement  The ASX200 (ASX:XJO) followed a global lead lower, falling 1.1% at the open and remaining in negative territory throughout the day....
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Will 2021 be the year for infrastructure?

Let's get real The financial chatter box is overflowing on bond movements and the potential impact on valuation of risk assets. Inevitably the long-duration equities are front of mind. Most...
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Overvalued, undervalued or fair value?

Crystal balls and fortune cookies Is history an investment guide, the rhyme not repeat version? Those that offer advice on asset allocation rely heavily on past data to support their...
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Charting a course to the future

Charter Hall Group (ASX:CHC) delivered one of the surprises of earnings season last week, once again exhibiting the importance of quality when it comes to investments in property.

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Pandemic calls forth another capital raising

It seems that every day another ASX listed company is announcing a capital raising with mixed results. Most recently, Vicinity Centres revealed a $1.4 billion capital raising and an analyst...
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REITs: victims of fashion

A dedicated allocation to ASX listed REITs is largely an Australian idiosyncrasy as a legacy from the high weight and structural elements of the property trust sector in its heyday....
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