"Essential" assets that probably belong in your portfolio
Whether you’re looking to branch out into equities after holding a heavy focus on fixed-income, or want to “de-risk” your existing stock exposures, infrastructure assets have a role to play in all balanced portfolios.
Global Matters: 2022 outlook
2022 is shaping up as potentially another challenging year, with the combined effects of the ongoing COVID crisis together with evolving inflationary pressures presenting governments and central banks around the world with some challenging policy decisions.
Investment Perspectives: House prices – what’s in store for 2022 and beyond
According to CoreLogic, Australian house prices increased +22.1%[1] in 2021, led by Australia’s largest city of Sydney (+25.3%).
News & Views: Biden’s Build Back Better legislation
During his 2020 election campaign, President Biden made commitments to relieve the economic hardship being experienced by a rising percentage of the US population, as well as fast-tracking decarbonisation of the economy to meet the challenge of global warming.
Global Matters: The Australian Way - roadmap to Net Zero emissions by 2050
The Australian Government recently released its plan to reach Net Zero emissions by 2050, finally joining the long list of countries already committed to achieving this target by 2050 or sooner.
Investment Perspectives: Why the boom in household savings ain’t going away
One of the less than expected by-products of the ‘COVID cycle’ has been the boom in household savings.
News & Views: The infrastructure investment multiplier
Now that is money well spent!
Investment Perspectives: Is long WALE really low risk?
One of the many accepted truisms in real estate is properties with a long WALE (weighted average lease expiry) tend to be lower risk.
4D podcast – the role of infrastructure in reaching net zero
With the COP26 summit upon us, Sarah Shaw weighs in on decarbonisation.
