Insights

This is the 14th in our series of Trip Insights, where we share our travel experiences. It follows Peter Aquilina, Senior Investment Analyst and Head of ESG, as he travels through New York, Houston, Tulsa, and Arizona, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management. 

As we near the end of a volatile macroeconomic year, we look at some of the interesting trends in global real estate and consider what's to come. 

Are you putting all your eggs in one basket?

This article looks at some of the current challenges faced by the consumer market and explores macroeconomic trends affecting the market.

This article focuses on wildfires in the US, and their impact on utility companies in our universe.

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

While recession is seemingly off the table after a strong September quarter, many are now expecting an interest rate environment that's 'higher for longer'. This article explores what this means for the real estate sector. 

In this article, Peter Aquilina (Portfolio Manager - Sustainability) discusses how climate-related events can impact infrastructure operators and their investors.