Insights

It has been a tough five years for both listed and unlisted Property and Infrastructure markets. The spike in inflation coming out of the pandemic and the subsequent steep interest rate hiking cycle led to a historically deep bear market...

Over the past decade, Australian equities have delivered a solid, if slightly underwhelming absolute return of 7.67% p.a.1 What has been particularly noticeable, however, is the large underperformance when compared to international equities which have returned 13.09% p.a. 2 over...

Duration is back In late 2011 the US 10-year bond yield went below 2% for the first time in the past 100 years, and for the next decade rarely got above that level, and indeed fell to around 0.50% during...

The Mason Stevens OCIO international equity sector review has just been completed. This was a focused review of who we believe to be the best managers in market across the international equity asset class. This review has in turn informed...

We are coming close to finalising our Growth Alternatives Sector Review and we thought it timely to share some of our thoughts and key considerations. This is arguably the most challenging sector across asset classes to review, and yet also...

Private Credit has seen significant growth as an asset class in Australia over the past 5 years or so. Given this growth, and given where we are in the economic cycle, we thought it timely to conduct a review of...