ASX:CLW

CHARTER HALL LONG WALE REIT

Nicholas Sproats

We constantly hear about the headwinds facing retail property. The headwinds, the headwinds, oh the headwinds – it’s like Tim Bailey got caught on loop. Lets face it, there aren’t many businesses that aren’t operating in headwinds - it’s called competition, it’s called capitalism – and for all those pedalling... Show More

Pat Barrett

It's clear that the broader market appreciated the stability of real estate earnings during reporting season, with the AREIT sector delivering a +4.1% return over February vs +2.3% for the ASX 200. This week we "mopped up" our affairs with a series of management meetings. It was a good reporting... Show More

Pat Barrett

...sure, there's no +13% returns on results day like NIB Holdings, but there's also none of the wild swings we've seen with Worley Parsons, or the -36% MTD falls for software group CSG. The REIT results display reliable income growth due to the contractual nature of the rental income. REITs... Show More

UBS Asset Management

Commonwealth Bank's Foreign Exchange Strategy team released their outlook should Trump become President. They analysed his economic policies and deduced that Trump’s economic policies are very inflationary, given large income and company tax cuts, government spending and tariffs. They believe US bond yields and the US equity market will lift... Show More