Our People
Julia Forrest
Portfolio ManagerAbout Julia
With over 25 years’ experience spanning equities research and advisory, initial public offerings and capital raisings, Julia has managed our property trust portfolios for over a decade. Before joining the company, she worked for the Attorney General’s Department and on the sell side for 10 years at broking houses now known as Citigroup and Merrill Lynch, where she was a highly rated analyst. Julia holds a Bachelor of Economics from the University of Sydney and a Diploma of Law from the Solicitor and Barristers Admission Board, specialising in property and insolvency law.
Australian Equities Team
Recent articles by Julia
- Julia Forrest: What’s driving Aussie equities this week
- Julia Forrest: What’s driving renewed optimism for REITs
- Julia Forrest: What property investors should know about the CGT reset
- Julia Forrest: Muted supply sets real estate up for growth
- Julia Forrest: What’s driving Aussie equities this week
- What’s driving Aussie equities this week
- FAST PODCAST: The investment outlook for Aussie REITs
- FAST PODCAST: Speedy shoppers are buying more but not hanging around for long
- Why self storage could be a good place to stash some cash
- Julia Forrest: Retail and industrial lead the way in A-REIT sector
- Office property opportunities can still be found as work-from-home tensions play out
- Re-landscaping the REIT sector
Income & Fixed Interest Team
Lachlan Fursman, CFA
Credit & Fixed Interest AnalystAbout Alex
Alex is responsible for credit research coverage of Infrastructure, Utilities, and Financials.
Before joining the team, Alex spent seven years as a Primary Analyst at S&P Global Ratings, focusing on infrastructure, utilities, and general corporate issuers in Australia and New Zealand.
Prior to his role at S&P, Alex worked for three years as a Senior Analyst in the Audit Division at Deloitte Australia.
He holds a Master of Philosophy in Economic History from the University of Oxford and a Bachelor of Commerce from Monash University.
Alex is also a CFA Charterholder.
Income & Fixed Interest Team






































