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
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,...
AMP on Listed Infrastructure
Notwithstanding the political and superannuation industry talk of an infrastructure-led economic recovery in Australia, and elsewhere, the listed...
Get your income fix
Listed infrastructure represents what is both great and frustrating in investment funds. The domain is largely captured by private investors and their...
Property never sleeps
Although the economic shutdown in Melbourne has put a dampener on property transactions, the world continues outside Victoria, with several major transactions...
The Battleground: AMP Capital Vs Magellan on Infrastructure
In this piece we compare two funds in the wholesale infrastructure space: AMP Capital Core Infrastructure Fund and Magellan's Infrastructure Fund, both...
Is it time to buy into the unloved Australian property sector?
As Covid-19 cases drop, and talk of CSL's vaccine starts, it shouldn't be too much longer before lockdown restrictions ease and the economy is back on track.
Drummond Property Consultants: Caution amidst headwinds
Since our 2020 Strategic Asset Allocation (SAA) review in June, we have remained modestly underweight the SAA reflecting concern about prospects for the asset...
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...
A Q&A with RARE Infrastructure - Following a volatile year
Traditional infrastructure has been impacted heavily during the pandemic as human movement is restricted to all but its basic levels. The RARE Income Fund has...
The rise of restoration of oil and gas
A focus on oil and gas abandonment and implications for the ASX.
Social housing - A potential for good returns while helping those in need
A nascent asset class is emerging on the back of the roll out of the National Disability Insurance Scheme (NDIS). NDIS is a welfare support scheme of the...