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Brilliant Investment Thinking by Advisers for Advisers.
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Innovative approaches open real assets to the masses

The United Nations has described the managers of global real estate assets as 'one of the most important decision-making groups on Earth'.

Australia's 'great arsenal of commodities' set to boost AUD

Ruffer LLP's single strategy approach, which is a multi-asset class, diversified fund seeking to deliver consistent returns and limit drawdowns in every market...

Toll roads, everyday needs offer 'true' inflation hedge

The near $1 billion Martin Currie Real Income Fund has been preparing for an outbreak of inflation since 2021, according to Ashton Reid, Portfolio Manager of...

Private capital flows driving renewable transition

Government policy continues to lag private markets when it comes to the energy transition, with Federation Asset Management's latest deal to buy two battery...

Property tenants are 'saying one thing and doing another'

“Better lucky than good” explained Max Swango, managing director of Invesco’s Global Real Estate Team when referring to the tailwind that has...

All eyes on supply chains

Supply chain pressures highlight the important role and economic value created by companies working to make our infrastructure more efficient. As we review the...

Property investors facing the climate risk head on

Floods, fires, landslides, earthquakes. It doesn’t matter where you are in the world, the impacts of climate change are becoming more pronounced, with...

This institutional-grade asset class can combat inflationary pressures

As the world emerges from the pandemic, economies around the world have re-opened, albeit with record levels of fiscal and monetary stimulus, higher production...

Pubs never go out of style

The oldest asset class in the world, direct property, is experiencing something of a renaissance amid a surge in inflation and the pursuit of lower-risk income...

The powerful inflation hedge of commercial property

The oldest asset class in the world, direct property, is experiencing somewhat of a renaissance amid a surge in inflation and the pursuit of lower-risk income...

CRE debt continues to perform during periods of rising rates

With our long period of near-zero interest rates seemingly at an end, every investor’s attention turns to the balance of their portfolio. Conventional...