Investment
Real asset investment coverage for advisers, including property, infrastructure, and inflation-linked income strategies.
- Alec Cutler
- Contributor
- Cristina Lee
- Drew Meredith
- Francyne Mu
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- Greg Bright
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- John Taylor
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- Lachlan Buur-Jensen
- Lachlan Maddock
- Laurence Parker-Brown
- Lisa Uhlman
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- Nicholas Way
- Nick Hatzis
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- Rob Prugue
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- The Inside Adviser
- Will Arnost
Forget the mega-caps: the real AI money is flowing somewhere else
Ellerston Capital bets on AI infrastructure as the bottleneck shifts to physical assets, where overlooked small-caps provide the raw power and data center...
Infrastructure’s next chapter: investing in the foundations of an uncertain future
Infrastructure is no longer just defensive. Adam Reisler of StepStone Group argues it now sits at the heart of the structural forces reshaping the global...
BlueCastle Capital hits £1bn as Leeds deal boosts UK build-to-rent sector
BlueCastle Capital smashes through the £1bn mark in UK build‑to‑rent investment with a landmark Leeds city‑centre project.
Powering the digital economy: why core infrastructure is gaining renewed attention
'Core' infrastructure is moving to the centre of the portfolio conversation. With the digital economy and energy transition demanding vast new investment, the...
Structure, scale, usability: Inside a property fund built for advisers
Commercial property’s real advantage is often overlooked: income secured by lease agreements that rise steadily over time. Chris Davitt explains how the...
Back to the future of income: Why property belongs in client portfolios again
The search for income has taken advisers into new territory in recent years, from private credit to complex alternatives. According to Dexus’ John Taylor, it...
Utilities and toll roads power ahead as infrastructure tailwinds build
Electricity networks and long-dated toll roads are powering infrastructure performance. Structural tailwinds from AI, climate resilience and regulated returns...
Industrial property’s long-term fundamentals remain ‘sound’
This real estate sector has been the leader of the commercial pack in recent years – and there’s plenty of evidence to suggest this stellar investment...
Gold: The quiet repricing of trust
Gold’s rally isn’t about price or panic. It’s about trust. As central banks quietly rebalance reserves, they’re signalling a deeper shift in how...
Private infrastructure: The outperformer in a noisy market
Infrastructure assets are the operating systems of the modern world, and economies cannot function without them. In the investment sense, that can translate...
Core property rebounds: The new cycle and the rise of alternatives
After several years of yield compression and market disruption, 'core' commercial property is entering a new growth phase. Manager Barwon Investment Partners...