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Turbulent markets will suit commercial real estate: Analysts

Listed property, which found investor favour in 2024, is better positioned to weather market volatility with institutions eyeing improving valuations and development opportunities. For overseas players, a weaker Australian dollar is a bonus.

Duncan Hughes | 28th Mar 2025 | More
Investors on red alert despite inflation being tamed: Atlantic House

Central banks have performed admirably to get economies back on track, but a public that is far less-trusting of big institutions and traditional asset classes remains unconvinced. US President Donald Trump’s trade policies are simply fuelling their fears.

Nicholas Way | 21st Mar 2025 | More
  • Welcome to the brave new world of higher, more volatile inflation: Ruffer

    A high US January CPI number rattled the markets before the Producer Price Index (PPI) calmed investor waters. A closer look at the data, however, shows a far from rosy picture, especially with President Donald Trump’s policies likely to push prices higher.

    Giorgio Curti | 14th Mar 2025 | More
    Beware unbridled animal spirits: Ruffer

    A world where animal spirits are running wild is also one that has temporarily divorced from fundamentals. Experience tells us this often doesn’t end well. 

    Oliver Shale | 27th Feb 2025 | More
  • Why State Super thinks defined benefit could (and should) rise again

    The chief executive of the $40 billion fund says that bringing back defined benefit funds could make the public service an attractive career path again and strengthen the social compact with nurses, teachers and police.

    Lachlan Maddock | 21st Feb 2025 | More
    The pandemic lessons that put this fundie ahead of the pack

    Longview Partners was on the bleeding edge of machine learning adaption in funds management. But it’s mostly steered clear of the AI boom that’s taken markets by storm.

    Lachlan Maddock | 21st Feb 2025 | More
    Future Fund finds ‘active opportunities’ in more positive conditions

    The Future Fund had a relatively rosy 2024 but is sticking with its prediction that the global economy will become more fragmented and difficult to navigate for even the largest and most sophisticated institutional investors.

    Lachlan Maddock | 7th Feb 2025 | More
    Hedge fund returns up, flows down

    The global hedge fund sector saw net outflows across most strategies over 2024 despite racking-up its best calendar year performance in more than a decade.

    David Chaplin | 7th Feb 2025 | More
    ‘Significant investment’ needed to soothe super’s admin growing pains

    Super’s biggest problem likely lies within funds themselves, with many using legacy operational infrastructure ill-suited to the needs of the major financial organisations they’ve become.

    Lachlan Maddock | 5th Feb 2025 | More
  • NBIM: Stratospheric returns ‘won’t last forever’

    The world’s largest sovereign wealth fund just made its largest return ever. But the probability of extreme market events has “arguably risen”, and it’s carrying out stress tests for a more uncertain future.

    Lachlan Maddock | 31st Jan 2025 | More
    The black swans that could darken skies in 2025

    Undersea sabotage. AI-driven breakthroughs in Brazil. Climate reality disrupting the US’ housing fantasy. Black swan spotting is hard – almost impossible – but it pays to think about the unthinkable.

    Lachlan Maddock | 31st Jan 2025 | More
    Grattan’s government annuities proposal a sign bold action needed on retirement

    The inertia that rules the retirement system means bigger ideas are needed if members are going to get the best outcome in retirement. And with millions set to retire in the next few years, time is of the essence.

    Lachlan Maddock | 22nd Jan 2025 | More
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