How direct property performance stays hot on LPT heels

Taking cues from the listed market, investors could buy direct property during troughs in the performance of listed property, and sell direct assets during its peaks in an arbitrage strategy, Crowe wrote.

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As the Magnificent Seven fade, CFS looks further afield for returns

Colonial First State chief investment officer Jonathan Armitage says a shift away from reliance on US mega-cap tech stocks is reshaping portfolio resilience, with emerging markets, private debt and catastrophe bonds helping to drive returns across the portfolio.

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