Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
+0.33%
S&P
-1.05%
AUD
$0.69

Crane activity dips but hovers near record high as property outlook stays strong: Thinktank

More cranes signal greater construction activity and point to a sound economic outlook. Property lender Thinktank examines the current skyline and what it...

Kudos and credit: Thinktank ready to weather the next storm

After cutting its teeth as a commercial property lender during the GFC, Thinktank - thanks to strong strategic relationships and conservative credit policies -...

Di Pilla's HMC Capital tops $7.5 billion FUM with large hospital group acquisition

The listed property group formed by former star UBS banker David Di Pilla has gone from a standing start in 2015 to a retail and commercial investment force,...

Decarbonisation push boosts infrastructure outlook - but correlations matter

Diversification is invaluable, and this is especially apparent during times of disruption and uncertainty. Exposure to infrastructure assets can help investors...

Forget hard or soft, we're in no-landing territory: HMC Capital

With some real asset trading at 20 to 30 per cent below their fundamental value, HMC's David Di Pilla says there are "compelling" opportunities for managers...

Why this fundie thinks Transurban is attractive

Increased traffic volumes and higher earnings have provided valuation support for the infrastructure company, ClearBridge Investments' Shane Hurst says, with...

Investors warned against chasing the 'commodity rainbow'

While commodities proved a safe haven for investors in a brutal 2022, completing a rare two-year run at the top of the asset class returns table, Atchison...

<strong>House prices to fall more in 2023, but crash not likely</strong>

Housing conditions are tipped to remain soft in the year ahead as central banks continue to raise credit costs, but experts still believe an all-out property...

New funds offer wholesale access to infrastructure investments

Increasing government expenditure on social infrastructure is driving huge levels of investment into the sector. There are now several options for retail and...

Recession plus ESG uplift spells 'worry' for REITS: Clearbridge

Speaking on a fireside chat during The Inside Network's recent ESG event in Tasmania, Langley said that while infrastructure assets will continue carrying the...

Forecasts see 2023 house prices at the mercy of RBA policy

Economists agree the outlook for house prices in 2023 is largely dependent on upcoming interest rate decisions by the Reserve Bank of Australia, and signs of...