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26 March 2026
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The sector is positioned to benefit from defensive and resilient income streams supported by embedded rental increase opportunities.
Retail real estate is outperforming as a cyclical upswing, robust demand and constrained supply drive renewed investor interest. This looks at the outlook and the continued rise of convenience assets.
Commercial property is seeing the same supply issues as the residential market. Given the chronic undersupply and a recent pickup in demand, it bodes well for an upturn in commercial real estate prices.
Commercial property took a beating in recent years as markets adjusted to higher interest rates. From here, strong demand tailwinds and a sharp fall in fresh supply could support solid returns for the best assets.
Parts of commercial property are facing challenges from changing work habits, but in Industrial and Logistics, it's the opposite. Growth in online retailing and shortage of facilities is driving demand and rents higher.
Industrial property has had a stellar run but there should be more outperformance to come. Demand, thanks to online retailing, remains strong while supply is limited by a lack of development land and infrastructure.
Prediction markets are blurring the line between investing and speculation and savvy investors can profit from this trend by heeding the advice of famed investor, Benjamin Graham.
The Strait of Hormuz closure due to US-Iran conflict severely disrupted global energy supply chains. While various emergency measures mitigated the crude impact, the refined product market faces unprecedented stress.
Geopolitical instability and challenges with new gold discoveries mean we may be approaching a structural shortage of mineable gold, but what does this mean for gold's overall long-term availability?
In the face of recent market volatility investors continue to add to their ETF portfolios with these ETFs getting notable inflows, indicating that long-term fundamentals remain solid.
Democracies aren’t a given, and policymakers need to be mindful not to alienate communities and instead be more aligned with mainstream ideas and attitudes.
As private funds increasingly show signs of cracking and buckling under a complete lack of liquidity, the salespeople do their best to keep the cash pouring in from new investors.
Ambitious Australia joins a long line of reports examining research and development, finding Australia has fallen behind its peers on many fronts. It urges bold reform to address declining productivity and research spending.