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Whitepapers: Cromwell Funds Management

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Redefining the office flight to quality: a Sydney CBD case study

On face value, it’s easy to see why the 'Premium is best' narrative has emerged – but there’s more to the story! Greater diversity of spaces is needed to support focused work, collaboration, and flexibility, with implications for building layouts and landlord-led fitouts.

The physical office in a hybrid world

The trend towards hybrid working was already in motion prior to the pandemic, but has been accelerated and solidified by it, establishing it as the norm. For informed investors, filling the supply gap by providing office space suitable for modern occupation brings performance opportunity.

The polarisation of the office market

Views on the short and long term changes expected in occupier demand for office space as ESG compliance and hybrid working specifications become key requirements, and how this influences the market dynamic and opportunities for investors.

Practical application of ESG and investment strategy

Affording significant weight to ESG for investment decisions is prudent for real estate investors regardless of whether they have altruistic or financial motivations given that ESG-based strategies deliver superior long-term capital protection, creation and growth.

Stock in focus: Sydney Airport

Cromwell completed its takeover of Sydney Airport in March 2022 marking the conclusion of 20 years as a listed entity. The journey has been long and colourful, with many lessons learned along the way in terms of aviation, finance, governance and politics.

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Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 583 with weekend update

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

Warren Buffett is preparing for a bear market. Should you?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

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