High Conviction Property Securities Fund
How this AREIT investor is approaching reporting season.
2023 brings new optimism into the REIT sector with a slowing of cash rate hikes as inflation moderates, along with...
2022 A-REITs in a nutshell
2022 was characterized by sharp movements in bond yields and cash rates rising steeply in response to higher inflation. The...
High Conviction AREITS
Portfolio Manager Amy Pham provides a portfolio update and insights from the reporting season.
What to expect from AREITs this reporting season
We expect a solid earnings season for the AREIT sector, driven by a strong recovery in retail which has been...
Which REITs will shine even when growth slows?
The sharp rise in long bond yields from 1.5% at the beginning of the year to 3.6% in June continued...
Which AREIT sub-sector to be in with rising rates
AREITs have been a key beneficiary of cap rate compressions and falling interest rates in the past 10 years. With...
High Conviction Property Securities Fund Investment Update
Portfolio Manager Amy Pham provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
Quality is key in an ‘oversold’ A-REIT sector
The sell-off in property has opened up some good buying opportunities in quality and alternate Australian Real Estate Investment Trusts...
It’s time to add A-REITs to your Portfolio
With increased volatility caused by geopolitical tensions and rising oil prices, defensive sectors such as REITs are starting to look...