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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
- Tag
- Cross-Strategy Australia
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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
- Tag
- Cross-Strategy Australia
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Australian Outlook 2024
Is 2024 the year for a hard, soft or no landing?
- Date published
- 15 Jan 2024
- Tag
- Cross-Strategy Australia
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The Outlook for Listed Real Assets
After a difficult few years for the sector, the building blocks are in place for listed Real Assets opportunities in 2024.
- Date published
- 9 Jan 2024
- Tag
- Australia Real Income
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If "Bonds are back”, so too are listed Real Assets
With listed Real Asset share prices and yields reflecting higher interest rates, it’s now time to turn attention towards listed Real Assets for their appealing income and favourable growth traits.
- Date published
- 13 Dec 2023
- Tag
- Australia Real Income
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Does a strong culture equate to a strong investment?
We discuss how we seek out companies with the best possible corporate governance and management.
- Date published
- 6 Dec 2023
- Tag
- Cross-Strategy Australia
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Video: Pathway to 2030 Forum: Net Zero in the Real World
Watch investors, sustainability experts and leading ASX-listed companies explore the real investment implications from the transition towards Net Zero.
- Date published
- 31 Oct 2023
- Tag
- Australia Sustainable Equity
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Electrification - Infrastructure’s staggering task ahead
As the clean energy and electrification revolution continues to gather speed, we deep dive into what this means for the once “boring” listed utilities space.
- Date published
- 23 Oct 2023
- Tag
- Australia Real Income