Thought leadership

Investment Perspectives: Australian interest rates - the next move is probably down

Investment Perspectives: Australian interest rates - the next move is probably down

7 November 2018

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Investment Perspectives: Don't judge a property by its building

Investment Perspectives: Don't judge a property by its building

8 October 2018

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Investment Perspectives: Twelve interesting charts right now

Investment Perspectives: Twelve interesting charts right now

12 September 2018

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Investment Perspectives: Stock in focus - Scentre Group

Investment Perspectives: Stock in focus - Scentre Group

6 August 2018

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Investment Perspectives: Banking on the boomers

Investment Perspectives: Banking on the boomers

5 July 2018

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Investment Perspectives: Retail and residential population growth - the impact of demographics on real estate

Investment Perspectives: Retail and residential population growth - the impact of demographics on real estate

5 June 2018

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Investment Perspectives: The building blocks of a portfolio

Investment Perspectives: The building blocks of a portfolio

3 May 2018

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Investment Perspectives: Going up - what high inflation means for listed real estate

Investment Perspectives: Going up - what high inflation means for listed real estate

5 March 2018

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Investment Perspectives: Do rising bond yields hurt listed global real estate?

Investment Perspectives: Do rising bond yields hurt listed global real estate?

7 February 2018

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Investment Perspectives: The theoretical construct of the capitalisation rate, and why it matters

Investment Perspectives: The theoretical construct of the capitalisation rate, and why it matters

7 December 2017

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Investment Perspectives: Why does real estate outperform equities?

Investment Perspectives: Why does real estate outperform equities?

3 November 2017

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Investment Perspectives: Australia, the lucky country (or is it?)

Investment Perspectives: Australia, the lucky country (or is it?)

12 September 2017

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Investment Perspectives: Why (sustained) low interest rates are not always good for real estate

Investment Perspectives: Why (sustained) low interest rates are not always good for real estate

22 August 2017

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Investment Perspectives: Finding Monopoly's 'orange squares' in property investing

Investment Perspectives: Finding Monopoly's 'orange squares' in property investing

4 August 2017

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Investment Perspectives: The benefit of active investing and the importance of anti-themes

Investment Perspectives: The benefit of active investing and the importance of anti-themes

8 June 2017

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Technology 'echo boomers' and aging population set to boost global property returns

Technology 'echo boomers' and aging population set to boost global property returns

24 May 2017

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Investment Perspectives: Australian house prices and the law of unintended consequences

Investment Perspectives: Australian house prices and the law of unintended consequences

11 May 2017

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Investment Perspectives: Beware the 'reflation trade'

Investment Perspectives: Beware the 'reflation trade'

26 April 2017

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