Insights

COVID might have tragically disrupted business as usual in the aged care sector but there are opportunities for investors as the sector regains its health.

Bricks-and-mortar retail sales are 16% higher there than they were before the pandemic, and shares in the nation's biggest shopping centre owner, Simon Property Group, have risen to match.

One of the less than expected by-products of the ‘COVID cycle’ has been the boom in household savings.

Inflation is likely to remain transitory for the foreseeable future, but there are nevertheless some real opportunities for investors in global listed infrastructure and global listed real estate as they are asset classes that can leverage different economic environments, according to Bennelong Funds Management boutiques 4D Infrastructure and Quay Global Investors.

One of the many accepted truisms in real estate is properties with a long WALE (weighted average lease expiry) tend to be lower risk.

Two of Bennelong’s boutique partners, Bennelong Australian Equity Partners (BAEP) and Quay Global Investors, have won awards at today’s 2021 Zenith Fund Awards.

As vaccination rates increase around the world and we (hopefully) return to some normality in our daily lives, world economies appear to be stabilising. Economic output is near or above pre-pandemic levels, and signs of inflation and wage pressure have become a theme of 2021.

Listen as Chris Bedingfield gives an update on the G-REIT market.

Chris Bedingfield joins the Fear And Greed podcast to discuss his career and global listed real estate.