The modern REIT period has seen three “golden eras” of REIT investing, which have been characterised by either a dramatic growth in the REIT market or outsized investment returns versus other asset classes, or both. And we are starting to see signs of the fourth ‘golden’ era emerge.

China announces a 10 trillion yuan debt swap to ease local government burdens, alongside cautious optimism for Chinese equities amid domestic policy tailwinds and global challenges like US tariffs. Explore market impacts and future outlook.

Discover insurance industry trends in premiums, brokers, and tech with insights to navigate 2024’s market changes.

Uncover insights into US healthcare trends, including AI-powered diagnostics and shifting market dynamics, transforming patient care.

compared to the MSCI World Index, Consumer Staples is now at a near 25-year low in terms of relative valuation and its lowest weight in the index this century.

For the ICE Fund, it was a very positive period with core franchise investments recording solid profit growth, median earnings per share growth and quite affirmative outlook statements.

Explore trends in the US automotive sector, including shrinking dealer margins and the rise of hybrids, impacting Australia's auto market.

The quarter marks the four-year anniversary of the fund where the fund has outperformed the benchmark by 3.8% per annum over the past four years with a net return after fees of 6%.

The September quarter was a strong quarter for the AREIT sector and, in particular, the SGH Property Income Fund, which delivered a return of around 18% net to our investors.

Proponents of artificial intelligence (AI) often tout productivity benefits that span virtually all industries and that will revolutionise how we define work while empowering employees through virtualisation and automation. Generative AI does have significant potential, but only time will tell how much of that potential will be realised.

We see the exciting side of developments in artificial intelligence and have positioned our portfolios to take advantage of companies that are early beneficiaries of the AI wave, and where we see tangible earning outcomes.

Global equity markets have moved sharply lower in recent days on fears that the risk of recession may now be higher than investors had previously expected. Market interest rates have moved sharply lower for similar reasons.

By Shawn Lee, Portfolio Manager, SGH Australian Small Companies Fund Welcome to Our US Market x ASX Small Caps Series...

The SGH Property Income Fund is about investing in quality real estate for income.

Investing in a portfolio of high-quality compounders – well managed companies with sustainably high returns on operating capital - can result in strong returns and the potential to outperform traditional equity indices.

Global real estate investment trusts (GREITs) have delivered competitive, income driven total returns over the long term and pricing today offers an attractive opportunity for investors to add property to their portfolios.

Australian and global growth, and earnings remain surprisingly resilient as the outlook for the timing (and likelihood) of central bank policy cuts remains key.

Australian and global growth, and earnings remain surprisingly resilient as the outlook for the timing (and likelihood) of central bank policy cuts remains key.