Insights

Insights

Sydney, June 2026. A $60.4 billion visitor economy at record highs, a budget that funds the “vibe” with surprisingly small dollars, and a gaming take ...

Insights

A record infrastructure pipeline, the biggest planning shake-up in 50 years, and a quiet $8.4 billion admission that the transaction market is still on the ...

Insights

Investment Opportunities in a Reshaped Market The narrative around retail over the past decade has been dominated by disruption, decline, and distress. Store closures, margin ...

Insights

For decades, shopping centres were built around a simple formula: maximise foot traffic, optimise tenant mix, and drive sales per square metre. Retailers filled the ...

Insights

When Market Financial Solutions was placed into administration on 25 February 2026, it looked like a UK-specific credit failure. Six weeks later, it is clear ...

Insights

There's a number that governs every concrete pour in Sydney, and almost no one outside the industry has heard of it. Ninety minutes. That's roughly ...

Insights

The collapse of the Shield Master Fund (and related failures such as First Guardian) represents one of the most instructive case studies in the modern ...

Insights

As billions flow out of large APRA-regulated funds and into self-managed structures, the job of screening investments is moving to financial planners and wrap platforms ...

Insights

At first glance, Australia’s health and not-for-profit (NFP) sector presents compelling investment fundamentals. Demand for healthcare, disability services, and aged care continues to grow steadily, ...

Insights

Australia’s industrial sector is entering one of the most profound periods of structural transition since the trade liberalisation reforms of the 1980s and 1990s. While ...