Investment
Real asset investment coverage for advisers, including property, infrastructure, and inflation-linked income strategies.
- Alec Cutler
- Contributor
- Cristina Lee
- Drew Meredith
- Francyne Mu
- Giselle Roux
- Greg Bright
- Ishan Dan
- James Dunn
- John Taylor
- Joss Engebretsen
- Lachlan Buur-Jensen
- Lachlan Maddock
- Laurence Parker-Brown
- Lisa Uhlman
- Matthew O'Leary
- Mishan Dahia
- Nicholas Way
- Nick Hatzis
- Nick Langley
- Nicki Bourlioufas
- Rob Prugue
- Sophie Bannerman
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
- Will Arnost
Infrastructure and utilities remain attractive, renewable valuations 'stretched'
Infrastructure assets, which range from utilities such as electricity generation, to assets that facilitate the movement of the population, such as airports...
REITs may be the solution to inflation concerns says Resolution
There is a common perception in capital markets that real estate prices are most heavily influenced by interest rate movements. Proponents suggest that an...
Battleground: Infrastructure in post pandemic world
In this article we compare infrastructure heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their strategies. While Magellan...
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...
The price is right for commodities
High iron ore prices are unlikely to have escaped the attention of Australian investors given the inevitable BHP or RIO holdings. Commodities, in general, have...
Barwon Healthcare Fund 'Recommended' by Zenith
Barwon Investment Partners this week announced that their long-standing Healthcare Property Fund had received a ‘recommended’ rating from...
Green energy revolution powering a new commodity super cycle
A new commodities super-cycle is underway, with price increases starting to resemble the resources boom that took place during the mid-2000s. During this time,...
2021 looks bright for global infrastructure
Founder and Senior Portfolio Manager Nick Langley at RARE Infrastructure, now named Clearbridge Investments, has put out a short note outlining the...
Federation gets real with SARA
After what has been a busy (and impressive) year for relative new-comer Federation Asset Management, it could have been forgiven for putting the cue in the...
Property is back in vogue - is debt the better play?
The investment grade (IG) REIT sector is certainly one of the worst affected by the COVID-19 pandemic. Across the June quarter, only 77% of revenues (rent...
Beyond the horizon - listed infrastructure in a mid-pandemic economy
2020 will go down as a wild ride in the markets for a multitude of reasons. Heightened volatility and drawdown events have put capital preservation, absolute...