Insights

Just as we seemed to be passing peak inflation (port access has been improving and second hand car prices declining), the recent attack by Russian forces into Ukraine has resulted in another spike in commodity prices.

Chris Bedingfield shares his views on Australia’s favourite topic.

Real estate fund manager Quay Global Investors has launched a new currency hedged fund, the Quay Global Real Estate Fund (AUD Hedged) (‘the Hedged Fund’).

According to CoreLogic, Australian house prices increased +22.1%[1] in 2021, led by Australia’s largest city of Sydney (+25.3%).

COVID might have tragically disrupted business as usual in the aged care sector but there are opportunities for investors as the sector regains its health.

Bricks-and-mortar retail sales are 16% higher there than they were before the pandemic, and shares in the nation's biggest shopping centre owner, Simon Property Group, have risen to match.

One of the less than expected by-products of the ‘COVID cycle’ has been the boom in household savings.

Inflation is likely to remain transitory for the foreseeable future, but there are nevertheless some real opportunities for investors in global listed infrastructure and global listed real estate as they are asset classes that can leverage different economic environments, according to Bennelong Funds Management boutiques 4D Infrastructure and Quay Global Investors.

One of the many accepted truisms in real estate is properties with a long WALE (weighted average lease expiry) tend to be lower risk.