Asia Pacific Real Income Insights

 
View [We think differently about how to deliver income] ActiveViewPoint2Abstract

We think differently about how to deliver income

Our innovative process puts client income needs first and foremost by investing in the right kind of listed Asia Pacific ex Japan Real Assets.

Active Viewpoint 12 August 2019
View [Investing in the ‘Real Asset’ Australian dream] RealAssetAbstract

Investing in the ‘Real Asset’ Australian dream

While we’ve all experienced the frustrations of road congestion, that queue at the supermarket or indeed the rising cost of life’s necessities, there is a ‘Real’ way to ease the burden.

2 August 2019
View [The "Greenification" of China] ChinaGreenificationAbstract1

The "Greenification" of China

As China continues to develop, environmental issues are increasingly front and centre in what is described in the country as a “war” against pollution.

5 June 2019
View [A unique approach to capturing Asian growth] Asia Pacific Real Income

A unique approach to capturing Asian growth

These are challenging times for investors looking for stable and growing income streams. In this environment, the Asia Pacific Real Income strategy, which that sits between fixed income and equities on the risk-return spectrum, offers a compelling solution.

Active Viewpoint 30 May 2019
View [REITs in Asia - An exciting "Emerging" Asset Class] AsiaREITsAbstract1

REITs in Asia - An exciting "Emerging" Asset Class

We see significant potential for real estate investment trusts (REIT’s) across the Asia Pacific. Whilst they have been largely a developed-market phenomenon so far, incremental growth is likely to come from the emerging Asia markets, and exciting new listings are imminent in the Philippines and India.

1 April 2019
View [Asia Pacific in the Pilot Seat for the Global Aviation Sector] AviationAbstract1

Asia Pacific in the Pilot Seat for the Global Aviation Sector

Strong population growth and rising income levels in the Asia Pacific region are fuelling demand for the region’s airports. And more than half of new air passengers are expected to originate from the region over the next 20 years.

4 March 2019
View [5G closing gap on fixed line broadband] 5G is coming, and closing the gap on fixed-line broadband

5G closing gap on fixed line broadband

It’s regarded as the future of mobile, but a recent research trip to the US drove home that 5G is also going to be one of the biggest themes this year.

4 February 2019
View [How China's Greater Bay Area is 'Greater' for Real Assets] Greater Bay Area

How China's Greater Bay Area is 'Greater' for Real Assets

China’s Greater Bay Area (GBA) has seen phenomenal growth over the last 40 years. Now boasting two of the country’s largest megacities, it is a fantastic example of urbanisation and population growth in Asia – and provides some excellent opportunities for listed real asset companies.

Tales from the Road 28 January 2019
View [New Zealand: Tapping into population-driven growth] New Zealand: Tapping into population-driven growth

New Zealand: Tapping into population-driven growth

Walking around central Auckland, change is evident everywhere. Despite my trip being mid-week, the streets were bustling with construction, and the restaurants full. The city is transforming from a distant regional centre into a cosmopolitan city on the world stage.

Active Viewpoint 14 November 2018