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LISTED INVESTMENT TRUSTS News & Analysis

Why LICs may be close to bottoming
Funds
Why LICs may be close to bottoming
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs,...
James Gruber | 03 April 2024
Two undervalued REITs report earnings
Stocks
Two undervalued REITs report earnings
These two real estate investment trusts are trading at a discount to our fair value.
Alexander Prineas | 10 February 2024
Active vs. passive in listed real estate
Funds
Active vs. passive in listed real estate
Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that...
Steven Le | 12 November 2023
Commercial property and the global credit crunch
Stocks
Commercial property and the global credit crunch
Morningstar's Alexander Prineas says Australian REITs are well placed despite concerns of a global credit crunch.
Sarah Dowling | 30 March 2023
Getting exposure to Australia's most iconic malls through the sharemarket
Stocks
Getting exposure to Australia's most iconic malls through the sharemarket
Listed property trusts are an affordable option for private investors wanting to own a slice of Australia's best shopping centres. But are they a...
Megan Neil | 26 March 2023
Analyst insights: The brands behind Australia's listed property trusts
Stocks
Analyst insights: The brands behind Australia's listed property trusts
Even in a recession, office and retail tenants have to keep paying the rent. Morningstar's Alex Prineas outlines his top picks in the REIT sector.
Alexander Prineas | 21 February 2023
How can the worst feature of LICs also be the best?
Funds
How can the worst feature of LICs also be the best?
Apparently, Listed Investment Companies trading at a discount to NTA are both the best and worst of worlds. Exciting opportunities or not in the best...
Graham Hand | 16 February 2022
The Fed will always rescue the stock market, right? - Firstlinks newsletter
Markets
The Fed will always rescue the stock market, right? - Firstlinks newsletter
+ Douglass closing interview; Murray's long-term buys; Inflation in commercial property and infrastructure; Family trusts; Aust future; Small cap...
Graham Hand | 10 February 2022
2021: A good year for investors (all things considered) - Firstlinks newsletter
Markets
2021: A good year for investors (all things considered) - Firstlinks newsletter
+ When I'm 64 but has investing changed? Hamish Douglass Part 2; Christmas Grinches; Get the Health Card; Precarious predictions; REITs; Fixed income.
Graham Hand | 23 December 2021
Australian listed managed-investment landscape
Funds
Australian listed managed-investment landscape
Exploring an evolving market.
Callan Maclennan | 18 November 2021