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6 May 2026
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It’s been a volatile couple of months in markets with the ongoing conflict in Iran. For Australian private credit investors, however, large exposures to real estate lending could mean the worst is yet to come.
What we know about DeepSeek so far could be a mixed bag for data centre owners like Goodman Group. However, it's worth remembering that AI adoption isn't the only thing that matters to the industry's outlook.
Global REITs have been out of favour for some time. While office remains a concern, the rest of the sector is in good shape and offers compelling value, with many REITs trading below underlying asset replacement costs.
Everyone seems to have an opinion on house prices and not all of it is based on fact. Here is an analysis of the current supply and demand factors influencing residential property and the stocks poised to outperform.
Trillions need to be spent upgrading grids, transmission distribution and charging infrastructure. Electric utilities are a low-risk way to play this multi-decade growth theme to energy transition.
Work-from-home and higher interest rates have whacked the office property sector, both here and abroad. Yet Australia is well-placed to adapt given its resilient demand drivers, quality of stock and sensible gearing levels.
Many Australian listed property trusts (A-REITs) have sold off due to higher interest rates and WFH, but in the sectors of retail, office and industrial, where do recent movements in stock prices now represent value?
There is much written about office, industrial, and retail property, but specialised REITs are starting to get more attention from investors. Here's a look at one, potentially lucrative, niche property segment: pubs.
More than 20% of Australians believe they won’t achieve their desired retirement standard of living. Three risks facing those who are nearing, or in, retirement are outlined here - and several ways to mitigate these risks.
A-REITs have been hit hard by this year’s sell off, underperforming the market by over 18%. The RBA prioritisation of growth over inflation could provide the catalyst for a turnaround in performance in 2023.
The market often does not fully recognise the value of franking credits held in some companies, and investors should know the after-tax returns achieved on their investments for more accurate view of returns.
In theory, unlisted infrastructure should be priced at discounts to listed assets due to their illiquidity. In fact, the opposite has been the case, but both types are positioned to withstand the inflation threat.
Stay on top of the latest changes to superannuation rates and thresholds for 2026, including increases to transfer balance cap, concessional contributions cap, and non-concessional contributions cap.
The perceived underperformance of LICs compared to ETFs is due to existing comparison data excluding crucial information, highlighting the need for proper assessment and transparent reporting.
The Home Equity Access Scheme in Australia allows older homeowners to tap into their home equity for retirement income, yet remains underused due to lack of awareness and its perceived complexity.
Debate over the CGT discount is intensifying amid concerns about intergenerational equity and housing affordability. This analysis shows that the 'discount' does not necessarily favor property investors.
A proposal to address Australia's 'stranded balances' in retirement by requiring super funds to transition members to pension phase at 65, boosting retirement income and reframing super as a source of income.
The new super tax, applying from 1 July, introduces more than just a higher rate on large balances. It brings into focus a misalignment between where wealth sits and where the tax on that wealth ultimately falls.