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Brilliant Investment Thinking by Advisers for Advisers.
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Infrastructure's second act: Why advisers should take another look

Infrastructure has long been the quiet achiever in institutional portfolios. And increasingly, with a much broader definition of the term, its role is...

Golden future: How the precious metal is reasserting its place in portfolios

As gold rises to fresh record highs, it is no longer just a commodity sitting inside a broad-based basket: it is a strategic asset in its own right.

Mapping opportunities of metro and regional health property investments

Specialist healthcare property benefits from the differentiated investment exposure and lower correlation with other property sectors. Within this, balancing...

Infrastructure at a crossroads: Investing for scale and society

Infrastructure is the backbone of modern economies, delivering the energy, transport, digital networks and healthcare facilities without which societies cannot...

Head-to-head: Infrastructure versus property

Which asset class better hedges inflation and provides income? Let's put them head-to-head.

Reframing the conversation around the NDIS 

Specialist disability accommodation (SDA) is changing the standard of living for people with disability; and the investment market is helping to fund it. It's...

Back to base pyramid, looking for the real needs

The world is increasingly focused on resilience, security, and strategic self-sufficiency. Capital is progressively flowing back to foundational needs such as...

Dexus on path to redefine opportunistic real estate investing

Opportunistic real estate investing is no longer about simply buying cheap and hoping for a rebound. Instead, it is about pairing scale with executional depth,...

From vacancy to value

With financial markets inching toward a fragile new equilibrium and commercial real estate (CRE) valuations stabilising after several quarters of volatility,...

Commodity contrarian sees a sector on the cusp of a climb

Adam Rozencwajg has been to Australia many times, looking for under-valued mining and oil and gas stocks for his portfolio: and there’s nothing he loves more...

Navigating market volatility with the strength of real assets

Commercial real estate is at a turning point. After years of rising interest rates, the landscape is shifting — bringing renewed optimism and fresh...