Where CRE debt fits in a defensive portfolio with an income focus The problem with bonds Times are tough for investors or advisers looking to add value through a defensive portfolio. Defensive, or income assets, aim to provide income rather than capital growth. They generally carry a lower investment risk than shares or property, with…
Where CRE debt fits in a defensive portfolio with an income focus The problem with bonds Times are tough for investors or advisers looking to add value through a defensive portfolio. Defensive, or income assets, aim to provide income rather than capital growth. They generally carry a lower investment risk than shares or property, with…
When the going gets tough. COVID-19 has presented sudden and unexpected challenges for most asset classes. Risk assets took an alarming hit but rebounded strongly, while defensive assets were mixed, with bonds performing weakly and cash not worth mentioning. Wherever investors were invested at the time of the shock, they no doubt paid much closer…
Specialist property-based fund manager, Trilogy Funds, added another two properties to its industrial portfolio in June and July, with a third scheduled to settle in August, highlighting the soaring demand and underlying strength of industrial property across Australia. As part of the growing Trilogy Industrial Property Trust the fund manager finalised the purchase of a…
When the going gets tough. COVID-19 has presented sudden and unexpected challenges for most asset classes. Risk assets took an alarming hit but rebounded strongly, while defensive assets were mixed, with bonds performing weakly and cash not worth mentioning. Wherever investors were invested at the time of the shock, they no doubt paid much closer…
