Insights
It’s time to invest in the most tech-obsessed country in the world
The global leader with more start-ups and R&D than anywhere else. Russel Pillemer, Pengana Capital Group We are well and...
The housing boom – and how to get exposure via REITs
One of the key focuses during the month was the strength of the residential market. What a difference six months...
Investing in Private Equity for everyday investors
Listed Private Equity is a gamechanger for Australian retail investors. Never before have Australian retail investors been able to gain...
The broad spectrum of healthcare technologies helping to get us out of this pandemic
On 10 January 2020, the first novel coronavirus genome sequence was made public. This accomplishment effectively fired the starting gun...
Crisis silver lining – resilient business models and competent management validation
The February reporting season provided a few unusual insights due to the economic impact of COVID-19. In particular, it confirmed...
Bond Yields – A Disruptor to REIT Fundamentals
The sharp rise in bond rates from below 1% at the end of last year to now 1.7% caused a...
The online mob and the sustainability transition
Very few will mourn the passing of 2020. But those hoping for a calmer new year were swiftly disappointed. 2021...
The next growth phase for AREITs
As structural and secular trends are disrupting the retail, office and industrial sectors, these trends are also supporting the emergence...
A New ERA for London and Brussels
The past is a foreign country; they do things differently there. It is only four-and-a-half years since the UK decided...