Dexus Infrastructure

• Can infrastructure protect against persistent inflation?

  John Julian (Dexus Infrastructure) and David Blunt (Perpetual Private) explain how infrastructure investments can be viewed as an effective inflation hedge for portfolios, as well as potentially an inflation protection on earnings.

   

• Considering REITs for exposure to real assets

  Mark Mazzarella (Dexus) outlines the key characteristics of REITs, which he believes makes this sector an attractive real assets opportunity for investors

   

• Eyeing off the opportunities in property

  Real assets are making a comeback, fuelled by Australia’s surging population growth. Chris Davitt (Dexus) and Jennifer Cowan (JANA Investment Advisers) discuss the outlook for property moving forward

   

• Illiquid investments: The risks and opportunities

  Should retail investors consider an allocation to illiquid investments? Michael Karagianis (JANA Investment Advisers) & John Julian (Dexus) discuss how investors can gain an exposure to these assets.

   

• Real assets: A positive long-term story

  Mary Power (JANA Investment Advisers), Michael Sheffield (Dexus), and Campbell Ross (Octopus Investments) discuss real assets as a natural inclusion for portfolios