High Conviction Property Securities Fund
Inside the Rope Podcast: Amy Pham – Property Insights: Navigating Offices, Retail, and Data Centers
Portfolio Manager of the Pengana High Conviction Property Securities Fund, Amy Pham, was recently featured in a podcast episode of...
2023 In Review with Portfolio Manager Amy Pham Copy
In this interview, Adam Myers speaks with Amy Pham, the Portfolio Manager for the Penana High Conviction Property Securities...
Rate relief spurs rosy outlook for REITs
ASX-listed listed property stocks, battered by two years’ of high interest rates, could soon become “buys” as inflation eases more...
A turning point for AREITs this year may not ‘lift all boats’
2024 could be a turning point for AREITs following a period of rate hikes and rising bond yields. While we...
Is now the time to buy REITs?
By Larry Schlesinger – Financial Review – original article Australia’s listed real estate investment trusts– or A-REITs as they are...
Why REITs, why now, why us?
The last financial year was all about the rising cost of capital in response to stubbornly high inflation rates. This...
A new playing field
We believe the market is entering a new playing field with higher inflation, higher interest rates, and lower growth. The...
From fear of inflation to fear of recession, and 2 factors to drive outperformance
The Australian REIT sector continued its rollercoaster ride of performance, delivering a +5.2% return in April, after the RBA’s pause...
Commercial real estate concerns – Are they justified?
The recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real...