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Listed Real Assets - your 'safe harbour' in a storm
In this four-part series, our investment team discuss the reasons why listed Real Assets are well-placed for the storms on the economic horizon.
- Date published
- 17 Apr 2025
- Tag
- Global Real Income
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Australia Reporting Season Wrap – ‘Mind the gap’
Are fundamentals still being left behind on the platform this reporting season, or does the shift in factors driving market returns, macro themes and management tone suggest that valuations, earnings, and prices are starting to realign?
- Date published
- 24 Mar 2025
- Tag
- Cross-Strategy Australia
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Webinar: Mind the Gap. Will price and earnings reconnect?
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
- Date published
- 12 Mar 2025
- Tag
- Cross-Strategy Australia
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Why we are excited about the opportunities in Listed Real Assets
The stage is set for an uptick in valuation and income growth for listed Real Assets. We discuss the assets we find favourable right now and explain our positive outlook on our listed Real Assets portfolio.
- Date published
- 18 Oct 2024
- Tag
- Global Real Income
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Australian Reporting Season Wrap – Be careful what you wish for…
Is the market is ready for the impact of the falling inflation and rates that they wished for? Read more in our August 2024 reporting season wrap.
- Date published
- 19 Sep 2024
- Tag
- Cross-Strategy Australia
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Webinar: Australian Reporting Season - Be careful what you wish for…
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
- Date published
- 11 Sep 2024
- Tag
- Cross-Strategy Australia
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Beyond NVIDIA
How listed Real Assets can also benefit from the Artificial intelligence (AI) boom.
- Date published
- 25 Jun 2024
- Tag
- Global Real Income
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Listed Real Assets and the AI Boom
In this three-part series, our investment team discuss how the right kind of listed Real Assets can provide steady income while benefitting from the explosive data growth and electricity demand being fuelled by AI.
- Date published
- 20 Jun 2024
- Tag
- Global Real Income
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Despite the appeal of passive Index ETFs, something is missing
Why an actively managed portfolio might be a better option for Listed Real Asset investors.
- Date published
- 27 May 2024
- Tag
- Global Real Income
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Australia Reporting Season Wrap – Will the Australian economy have a hard, soft or no landing?
Australia's February reporting season promised to unveil important fundamental insights into the biggest question for investors in 2024. And we think it might be worse than most want to believe.
- Date published
- 19 Mar 2024
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Spotlight on Net Zero in the Real World
The implications for Australian companies, investors and regulators.
- Date published
- 18 Mar 2024
- Tag
- Cross-Strategy Australia
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Webinar: Australian Reporting Season - Hard, soft or no landing?
Australia's upcoming February reporting season promised to unveil important fundamental insights into the biggest question for investors in 2024.
- Date published
- 12 Mar 2024