Insights
The online mob and the sustainability transition
Very few will mourn the passing of 2020. But those hoping for a calmer new year were swiftly disappointed. 2021...
The next growth phase for AREITs
As structural and secular trends are disrupting the retail, office and industrial sectors, these trends are also supporting the emergence...
Low interest rates and zombie companies
Abnormally low-interest rates have been the most important factor governing financial markets for over ten years. Initially, these rates rescued...
A New ERA for London and Brussels
The past is a foreign country; they do things differently there. It is only four-and-a-half years since the UK decided...
What’s in store for REITs in 2021?
COVID-19 has caused havoc in the REIT sector with economic shutdowns, rent relief and concerns about behavioural changes (structural shifts)...
‘There are decades where nothing happens, and there are weeks where decades happen’
Vladimir Ilyich Ulyanov, better known by his alias ‘Lenin’, was reputed to have remarked that ‘There are decades where nothing...
Pengana Alpha Israel Fund increases pre-IPO investment allowance to 20% amid increasing pre-IPO dealflow and successful Gencell listing.
Israel's IPO scene is set for success with a number of tech offerings in the pipeline. The past year has been...
How to access Listed Private Equity for your portfolio
Listed Private Equity is a gamechanger for Australian retail investors. Never before have Australian retail investors been able to gain...
2021 Is All About Stock Selection
2020 has been all about beta and understanding how the market trades in and around a pandemic induced recession. For...