Investment
Real asset investment coverage for advisers, including property, infrastructure, and inflation-linked income strategies.
- Alec Cutler
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Forget hard or soft, we're in no-landing territory: HMC Capital
With some real asset trading at 20 to 30 per cent below their fundamental value, HMC's David Di Pilla says there are "compelling" opportunities for managers...
Why this fundie thinks Transurban is attractive
Increased traffic volumes and higher earnings have provided valuation support for the infrastructure company, ClearBridge Investments' Shane Hurst says, with...
Investors warned against chasing the 'commodity rainbow'
While commodities proved a safe haven for investors in a brutal 2022, completing a rare two-year run at the top of the asset class returns table, Atchison...
House prices to fall more in 2023, but crash not likely
Housing conditions are tipped to remain soft in the year ahead as central banks continue to raise credit costs, but experts still believe an all-out property...
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...
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...
Forecasts see 2023 house prices at the mercy of RBA policy
Economists agree the outlook for house prices in 2023 is largely dependent on upcoming interest rate decisions by the Reserve Bank of Australia, and signs of...
Rental property-based fund highlights bright spot in turning housing sector
While the greater housing market is already reflecting the pain of constricting economic conditions, a new property fund partnership between Trilogy Funds and...
Conscious Investment Management invests $300M to boost housing access
Director Casey Taylor says money will be invested into eight impact investment projects, with $150 million going towards Victorian social housing.
The 'relationship' fund banking on a 10pc return
While data is a big part of the Michael Birch's new property fund play, he says the real key to running a rent roll investment is maintaining relationships.
Overcoming misconceptions key to generational success at Castlerock
Few regional towns are primed for growth, but judicious research and a key partnership with a government agency is seeing Castlerock make the most out of...