News and Announcements
Folkestone’s Investor Update – Have A-REIT Prices Bottomed & Construction Forecasts – Whats Ahead?
- Published November 28, 2016 10:26AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Have A-REIT Prices Bottomed Out?
Record low bond yields have supported the valuations and profitability of Australian real estate investment trusts (A-REITs) over the past few years and A-REIT’s have outperformed equities in 2014 & 2015.
The recent bond market sell-off has impacted on A-REIT prices. The question investors need to ask is whether the rapid rise in bonds will continue and A-REIT prices fall further, or has the pendulum swung to far, too quickly?
Construction Industry Forecasts – Whats’s Ahead?
For the 1.1 million Australians who work in the building and construction industry and the 24 million Australians who live, work and play in the built environment, the $200 billion construction sector is the backbone of the economy.
Here are eight key findings from the most recent Australian Construction Industry Forum (ACIF) Construction Forecasting Council’s Australian Construction Market Report, November 2016.
Company Updates
BlackRock has named the next Economy. What this latest paper means for Private Market Investors.
BlackRock has put a name on something the smart money has been circling for two years. Its digital assets research team calls it the machine-native economy. The thesis fits in one line. AI is machine-native intelligence. Digital assets are machine-native money. Both are built on the same architecture, and they are converging into a single […]
Where’s the beef? Blackstone just answered the AI question.
In 1984, a fast food ad asked a question that became a catchphrase. Where’s the beef? Jon Gray, President of Blackstone, used that line this month in front of global LPs. It is the question every capital allocator is asking about AI. Trillions of dollars are going into chips, data centres and power. That is […]
The Best of Both Worlds: How Omnique Fund is Rewiring Real World Assets via Tokenisation
For decades, the playbook for Australia’s wholesale investors has remained relatively unchanged: pick between the slow-moving, illiquid reliability of tangible assets like property and gold, or chase the frictionless, high-velocity liquidity of public equity and digital markets. But as macroeconomic volatility spikes and a structural housing deficit reshapes private debt demand, sophisticated investors are demanding […]
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