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8 January 2026
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In this interview, Matthew Haupt from Wilson Asset Management discusses his outlook for the ASX, sectors such as REITs that he likes, and his firm's launch of a new income-oriented listed investment company.
ASX reporting season focuses on how earnings compare to forecasts, yet there's little mention of how dividends perform versus expectations. A new scorecard aims to rectify this to help income-focused portfolios.
Conservative investors who want the greater capital security of bonds can now lock in 5% but they should stay at the higher end of credit quality. Rises in rates and defaults mean it's not as easy as it looks.
As Sydney and Melbourne emerge from lockdown, there are some reopening trades in the Australian credit market which 'sophisticated' investors should consider as part of their fixed income portfolios.
Many property trust results are better than expected, with the A-REIT sector on a dividend yield of 4.8%. But there's a wide variation by sector and the ability of tenants to pay the rent.
Many investors are tempted by high yields on shares, but when they are not sustainable, and in weak businesses, the outcome is disappointing compared with better quality and lower yields.
With cash and term deposit rates at all-time lows, and fixed interest bonds not much better, investors are looking for ‘bond proxies’ to deliver more income. But is ‘proxy’ a misnomer, and what are they anyway?
Listed Australian Real Estate Investment Trusts (A-REITS) had an excellent FY19, but performance was dominated by a few sectors, and the question is whether they can deliver again in FY20.
There’s a lot of talk of the WAAAX stocks causing fund underperformance, but they’re simply not big enough compared with choosing the wrong winners and losers among the large cap stocks.
With a vast array of property choices across retail, industrial, office and commercial, where does the head of one of Australia's largest property managers see the best opportunities, and where are the warnings?
New technologies are transforming the property industry. While many have recognised this trend, they haven’t yet developed a business strategy based on this transformation.
There is more to listed property than the top eight in the A-REIT Index with many strong performing smaller trusts outside the top 80% of the index, and other A-REITs not even included in the index.
The superannuation system has succeeded brilliantly at what it was designed to do: accumulate wealth during working lives. The next challenge is meeting members’ diverse needs in retirement.
Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.
I am a professional real estate investor who hears a lot of opinions rather than facts from so-called experts on the topic of property. Here are the largest myths when it comes to Australia’s biggest asset class.
At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.
In an interview with Firstlinks, CEO Mark Freeman discusses how speculative ASX stocks have crushed blue chips this year, companies he likes now, and why he’s confident AFIC’s NTA discount will close.
I’ve been comparing property and shares for decades and while both have their place, the differences are stark. When tax, costs, and liquidity are weighed, property looks less compelling than its reputation suggests.