real assets

The stage is set for an uptick in valuation and income growth for listed Real Assets. We discuss the assets we find favourable right now.

Group CEO Scott Kelly unpacks the Real Asset Management (RAM) Real Income Fund and what it aims to deliver for investors

RAM Group CEO, Scott Kelly, believes we're at an opportune point in the cycle that investors should be taking advantage of.

An outlook of stronger tenant demand and an upshift in manufacturing all bode well, says Trilogy's Clinton Arentz

The key to addressing this need is to catalyse private sector capital.

WAM Alternative Assets (ASX: WMA) provides retail investors with access to a range of alternative assets through a diversified portfolio.

As part of our annual Alternatives in Focus Series, Livewire sat down with Elanor Investors Group co-head of real estate Michael Baliva.

Against the current macroeconomic backdrop of ongoing fiscal stimulus, labour shortages, a global energy transition, and heightened geopolitics, we continue to...

Australia’s population and economic outlook has roared back to life with the latest available arrivals and visa data. Permanent and long-term net arrivals is an...

The word “real” is a broad term that has many different meanings, so it should perhaps come as no surprise that the term real assets can also be defined in different...

It's been a year since Zinurova was tasked with leading the then recently acquired WAM Alternative Assets portfolio, which became the seventh LIC to enter prominent...

In the fifth episode of the WAM Alternative Assets education series, portfolio manager Dania Zinurova discusses investing in real assets, such as agriculture, timber,...

It’s no secret that more investors are seeking alternatives as historically low interest rates and emergency levels of stimulus spending are making stocks and bonds...

Ahead of the upcoming Pinnacle 2020 Virtual Summit, we asked three Real Asset and Infrastructure managers to share a chart from their presentation and explain its...

Many readers of Livewire will be either managing their own portfolios and want to be informed, or they have outsourced the management of their portfolios and are...

We have not made any tactical changes to portfolios this month after last month’s decision to trim equities. We remain modestly overweight risk, led by our positioning...