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Analysis

Quality real assets providing inflationary safety net for investors

29 March 2022 • By Grant Berry • 1 min read

Quality real assets providing inflationary safety net for investors

It’s been an interesting few months for the AREIT sector. Following a significant sell-off in January, the February company reporting season saw the...

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Quality real assets providing inflationary safety net for investors

Do environmental, social and governance factors influence stock prices?

Climate change looks set to be a key battleground, as we approach the federal election in May with many voters, and investors alike, calling for m...

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Quality real assets providing inflationary safety net for investors

Green hydrogen good for climate but tough investment

Interest in green hydrogen has risen sharply as its many vocal supporters back it to slow the climate crisis but finding investment value requires a d...

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Quality real assets providing inflationary safety net for investors

Volatility to persist but growth tipped for global small caps

The early part of 2022 has been characterised by a significant rotation out of growth and into value-driven stocks on the back of interest rate uncer...

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Quality real assets providing inflationary safety net for investors

How innovative solutions can preserve our most precious resource

Across the globe, two billion people, or one quarter of the world’s population, do not have access to one of life’s essentials – clean, safe and...

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Quality real assets providing inflationary safety net for investors

The cost of climate change

Climate change is perhaps the greatest threat to prosperity that humankind has ever faced. The World Meteorological Organization reported in 2021 that...

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Quality real assets providing inflationary safety net for investors

Reality bites

History does not suggest smooth growth, and endless prosperity can be engineered with no more than a wall of easy money. As cracks widen, we continue ...

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Quality real assets providing inflationary safety net for investors

Carbon capture: Early days of a $1 trillion industry?

The best way to mitigate climate change is to rapidly transition the energy ecosystem from fossil fuels-based energy to renewable and clean sources. H...

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Quality real assets providing inflationary safety net for investors

What does 2022 hold for Australian residential property?

One unexpected side effect of the COVID-19 pandemic has been the boom in global residential prices, including in Australia. The value of homes has ...

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Quality real assets providing inflationary safety net for investors

Energy and the transition to a net zero 2050

The energy sector has been out of favour. Its weighting within the S&P 500 has declined to below 3 per cent, from a peak of over 15 per cent in 20...

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