High Conviction Property Securities Fund
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...
The AREITs best placed to maintain pricing power and grow earnings
In an inflationary environment with rising interest rates, our focus has turned to which stocks and sub-sectors are best placed...