Global Matters: 2024 outlook
After a year of economic twists and turns, we consider what the year ahead could bring.
Trip Insights: The US
This is the 14th in our series of Trip Insights, where we share our travel experiences. It follows Peter Aquilina, Senior Investment Analyst and Head of ESG, as he travels through New York, Houston, Tulsa, and Arizona, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.
Investment Perspectives: 12 surprising charts for your Christmas stocking
As we near the end of a volatile macroeconomic year, we look at some of the interesting trends in global real estate and consider what's to come.
News & Views: The real risk of wildfires to US infrastructure investors
This article focuses on wildfires in the US, and their impact on utility companies in our universe.
Investment Perspectives: What does 'higher for longer' mean for real estate?
While recession is seemingly off the table after a strong September quarter, many are now expecting an interest rate environment that's 'higher for longer'. This article explores what this means for the real estate sector.
Global Matters: Extreme weather risks and their impact on investors
In this article, Peter Aquilina (Portfolio Manager - Sustainability) discusses how climate-related events can impact infrastructure operators and their investors.
CPD: How HNW individuals are navigating volatile times
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Investment Perspectives: The housing fate from interest rates
As interest rates rise, investment activity falls, reducing activity across the construction sector. This article discusses the impact interest rates are expected to have on future residential supply.
CPD: More face time – outsourcing your way to better returns and a superior client experience
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
