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Brilliant Investment Thinking by Advisers for Advisers.
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Powering the digital economy: why core infrastructure is gaining renewed attention

'Core' infrastructure is moving to the centre of the portfolio conversation. With the digital economy and energy transition demanding vast new investment, the...

Structure, scale, usability: Inside a property fund built for advisers

Commercial property’s real advantage is often overlooked: income secured by lease agreements that rise steadily over time. Chris Davitt explains how the...

Back to the future of income: Why property belongs in client portfolios again

The search for income has taken advisers into new territory in recent years, from private credit to complex alternatives. According to Dexus’ John Taylor, it...

Utilities and toll roads power ahead as infrastructure tailwinds build

Electricity networks and long-dated toll roads are powering infrastructure performance. Structural tailwinds from AI, climate resilience and regulated returns...

Post-acquisition performance now key to healthcare property outperformance

In modern healthcare property, ownership is only the starting point. Performance now hinges on active management, tenant ecosystems and execution discipline.

Industrial property’s long-term fundamentals remain ‘sound’

This real estate sector has been the leader of the commercial pack in recent years – and there’s plenty of evidence to suggest this stellar investment...

Private infrastructure: The outperformer in a noisy market

Infrastructure assets are the operating systems of the modern world, and economies cannot function without them. In the investment sense, that can translate...

Infrastructure's second act: Why advisers should take another look

Infrastructure has long been the quiet achiever in institutional portfolios. And increasingly, with a much broader definition of the term, its role is...

Golden future: How the precious metal is reasserting its place in portfolios

As gold rises to fresh record highs, it is no longer just a commodity sitting inside a broad-based basket: it is a strategic asset in its own right.

Mapping opportunities of metro and regional health property investments

Specialist healthcare property benefits from the differentiated investment exposure and lower correlation with other property sectors. Within this, balancing...

Infrastructure at a crossroads: Investing for scale and society

Infrastructure is the backbone of modern economies, delivering the energy, transport, digital networks and healthcare facilities without which societies cannot...