News and insights

The strength of the Australian industrial and logistics real estate sector can be attributed to a range of positive underlying trends including higher occupier demand, domestic supply imbalances, high barriers to entry and a rise in e-commerce.

The (Chinese) new year of the Ox has begun, and the zodiac predicts positive events to take place. To date we’ve seen the year of the Ox twice before – in 1997 and in 2009 – where the China A-share market performed strongly. Will 2021’s year of the Ox see another solid performance?

We are pleased to present our financial results for the year to 31 December 2020.

Demonstrating strong growth and resilience, and underpinned by a range of positive long-term structural trends is which Australian real estate sector? Executive Director, Matthew Lane, explains.

Why the biggest failed IPO in history, Ant Group, represents the most disruptive model for financial services in our generation

Plenty of ink gets spent by strategists and economists opining on the latest political developments and implications for markets. So, does investment success require a crystal ball on politics? 

Australia’s private-debt market and the investors that specialise in it are not new phenomena. What is new is a headline cash rate at close to zero and the withdrawal of supply from the biggest historical source of local credit issuance – the major banks. Specialist investors say their sector is attracting more interest and inflows on the back of this changed environment.

The historically low cash rate has meant investor appetite for yield across the fixed income spectrum has become insatiable. In searching for yield, one key asset class has generally been overlooked. Investment Manager, Guy Kaufman, explains.

As investors we take positions with foresight but are judged from hindsight. So come 2030, how will you judge your investment decisions during the COVID-19 dislocation?