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Australian Reporting Season Wrap - Surviving the profit downturn
This August, the Australian reporting season revealed critical signals and fundamental information to help investors reposition their portfolios for this contractionary economic environment.
- Date published
- 15 Sep 2023
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Webinar: Reporting Season - Surviving the profit downturn
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
- Date published
- 6 Sep 2023
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Real Assets: Making a real difference
Income opportunities while helping enrich the communities Real Assets are located in.
- Date published
- 10 Aug 2023
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Contradictory forces at play leading into August reporting season
Amidst a sluggish economy and increasing rates, we've reassessed our perspective on Australian banks.
- Date published
- 2 Aug 2023
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Five reasons to be positive on North American REITs: Insights from the NAREIT Conference
Following a tough period for the sector, Real Asset PM Daniel Fitzgerald’s interactions with leading property companies at the NAREIT Conference in June shed light on reasons to remain optimistic about North American REITs.
- Date published
- 6 Jul 2023
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Webinar: Real Assets - An opportunity for income and growth in an inflationary world
Portfolio managers Ashton Reid and Andrew Chambers provide their perspective on the listed Real Assets landscape, highlighting the sectors they believe will thrive in this environment.
- Date published
- 25 May 2023
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It’s high time to look again at Asia Pacific REITs
Attractive valuations, re-opening, and ongoing structural demand from urbanisation mean that this part of the Real Asset market is well positioned to shine again.
- Date published
- 1 May 2023
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Australian Reporting Season Wrap - Looking over the edge…
As we stand on the edge of a mortgage rate cliff and a potential Australian recession, how did this impact the shape of company results in Australia’s February 2023 company reporting season? And what does it mean for Value, Sustainable and
- Date published
- 20 Mar 2023
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Asia Pacific listed Real Assets: Why now?
Now is an exciting time to be investing in listed real estate, utilities and infrastructure securities across the Asia Pacific ex Japan region.
- Date published
- 14 Feb 2023
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It's freezing out there, but we are not talking about the weather...
The emerging issue for investors in unlisted Real Assets.
- Date published
- 9 Dec 2022
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Australia's AGM Season: Our key take outs
Our annual summary of the investment thematics arising from ASX-listed company AGMs.
- Date published
- 2 Dec 2022
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Australia's population growth roars back
Australia’s population and economic outlook has roared back to life with the latest available arrivals and visa data.
- Date published
- 2 Nov 2022
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