SG Hiscock

Features

With the outlook still uncertain for retail and office sectors, Oksana Patron explores where fund managers are finding their alternative property exposure....

Funds management

Healthcare will be best-performing sector over next decade

The COVID-19 pandemic and an ageing western world are the catalysts that will drive healthcare to be the best-performing sector over the next decade, according to SG Hisc...

Features

An overdue market rotation

After decades of underperformance, value is seeing a turnaround and outpacing growth stocks for the first time in years, writes Laura Dew....

Funds management

Sydney and Melbourne office markets most hit by WFH

SG Hiscock has said the suburban office markets and the office market in Perth currently offer more attractive prospects for investors than the traditional key markets of...

Funds management

Small-cap firms see benefit of overseas business

Opportunities in the small-cap space have significantly increased in the last five years as there has been a “sea change” in firms’ ability to invent products that are gl...

Funds management

Can Commbank BNPL rival Afterpay?

CommBank has unveiled its own buy now, pay later service called Commbank BNPL but there are “fatal flaws” in the business, according to Datt Capital’s Emanuel Datt. ...

Funds management

Which was the most consistent Asia Pacific fund?

As many Asian countries mark the Lunar New Year, there is only one fund in the Asia Pacific ex Japan sector that has consistently outperformed the index each of the last ...

Funds management

Expect 3 years to return to pre-crisis earnings

With the exception of the Global Financial Crisis, most cycles required only a three-year earnings recovery, according to SG Hiscock....

Funds management

Expect recovery to take three years: SG Hiscock

The reporting season has highlighted the divergence between firms with resilient business models, quality brand names, and the ability to capitalise on online demand, and...

Features

The future of property

The COVID-19 pandemic has been a massive disruptor to our lifestyles, Chris Dastoor writes, and this has impacted the value of the properties affected by those activities...

Funds management

AREIT investors should focus on long-term view

Despite the negative short-term implications from COVID-19 for the Australian real estate investment trust sector, they are currently far better positioned to recover tha...

Funds management

AREIT sector set to offer solid returns in 2020

After the strong performance in 2019, it looks like the Australian real estate investment trust sector should continue to deliver solid returns in 2020, according to SG H...