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Brilliant Investment Thinking by Advisers for Advisers.
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Charter Hall remains acquisitive amid Victorian tax shake-up

Charter Hall Long WALE REIT (ASX: CLW) has announced that it has secured a $790 million investment portfolio to be owned by the REIT and Charter Hall Direct...

Infrastructure and utilities remain attractive, renewable valuations 'stretched'

Infrastructure assets, which range from utilities such as electricity generation, to assets that facilitate the movement of the population, such as airports...

Battleground: Infrastructure in post pandemic world

In this article we compare heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their respective infrastructure-focused...

Battleground: Infrastructure in post pandemic world

In this article we compare infrastructure heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their strategies. While Magellan...

Will 2021 be the year for infrastructure?

Let’s get real The financial chatter box is overflowing on bond movements and the potential impact on valuation of risk assets. Inevitably the...

The price is right for commodities

High iron ore prices are unlikely to have escaped the attention of Australian investors given the inevitable BHP or RIO holdings. Commodities, in general, have...

Barwon Healthcare Fund 'Recommended' by Zenith

Barwon Investment Partners this week announced that their long-standing Healthcare Property Fund had received a ‘recommended’ rating from...

Green energy revolution powering a new commodity super cycle

A new commodities super-cycle is underway, with price increases starting to resemble the resources boom that took place during the mid-2000s. During this time,...

2021 looks bright for global infrastructure

Founder and Senior Portfolio Manager Nick Langley at RARE Infrastructure, now named Clearbridge Investments, has put out a short note outlining the...

Federation gets real with SARA

After what has been a busy (and impressive) year for relative new-comer Federation Asset Management, it could have been forgiven for putting the cue in the...

Property is back in vogue - is debt the better play?

The investment grade (IG) REIT sector is certainly one of the worst affected by the COVID-19 pandemic. Across the June quarter, only 77% of revenues (rent...