All Asset Allocation articles – Page 2
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White papersOptimizing pension plan outcomes using public and private real assets
Allocating to real assets is rarely straightforward, and investing in them is often considered a trade-off between performance and liquidity. Our latest paper offers a framework to help investors with those concerns and the key considerations when selecting public versus private investments.
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White papersReal estate’s role as an inflation hedge in a post-COVID world
The Federal Reserve’s recent Jackson Hole Symposium has renewed attention on inflation in light of the unprecedented global fiscal and monetary policy response to the COVID-19 pandemic If inflation exceeds capital market expectations, risk assets could underperform. As such, investors should consider assets which may offer some protection against a potential increase in inflation
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White papersWhat role will real assets play in reigniting the global economy?
Allocations to real assets have been steadily growing over the last 10 years. Today, while many investors are questioning whether real asset benefits – diversification, predictable cashflows, increased yields – still apply, others argue that real assets will play a critical role in the economic recovery.
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Asset Manager News
Bouwinvest to Invest $65 Million in U.S. ‘Last Mile’ Logistics
Dutch institutional investor Bouwinvest has allocated $65 million (circa €58 million) to last mile logistics properties in the United States on behalf of its North America Mandate for bpfBOUW, the Dutch Construction Workers pension fund. The new asset allocation focus forms part of Bouwinvest’s strategy to grow its North American portfolio to €1.7 billion, from €1.3 billion currently.
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White papersQuarterly update on drivers in real assets - Q3 2019
In our regular update on drivers in real assets, we assess the impacts of a possible downturn in the euro zone. We touch on cash generation, the valuation outlook and the significance of security and ranking in the capital structure.
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White papersWhy REITs, why Principal?
Since their establishment in the U.S. decades ago, publicly traded REITs have offered investors the combined benefit of commercial real estate investment along with the advantages of investing in publicly traded stocks. REITs have grown in size, impact and market acceptance around the world. REITs, REOCs, and other real estate stocks own or operate trillions in real estate assets across all major global markets.
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White papersThe global warehouse boom: Industrial investment in the U.S. & EU
The logistics industry is a rapidly growing force in the global economy, driving extraordinary demand for warehouse property. In 2018, global industrial transaction volume climbed to a record high of $154 billion, almost 10% of all investment sales.
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White papersPrivate Real Estate Debt
The potential for enhanced risk-adjusted returns late in the cycle
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White papersBuilding a meaningful city at Wellington Place, Leeds
As stewards of the assets we manage, it is incumbent on us to ensure we manage them in a way that is both ethical and likely to lead to long-term success for our investors. To those ends we continue to deepen our Responsible Property Investment (RPI) practice. Today, a new report documents the outcomes of our RPI approach in Wellington Place, Leeds.
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Asset Manager NewsM7 closes retail warehouse fund with acquisition of five assets for £24.8 million
M7 Real Estate (“M7”), the pan-European investor and asset manager, announces that, on behalf of M7 Real Estate Investment Partners VIII (“M7 REIP VIII” or the “Fund”), it has acquired a total of five retail warehouse assets for £24.8 million reflecting an in place net initial yield of 8%.
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White papersThe U.S. Yield Curve inverted, now what?
On March 22, 2019, the U.S. yield curve briefly inverted, with the difference between the three-month and 10-year yields turning negative for the first time since August 2007.
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White papersClimate Risk and Real Estate Investment Decision-Making: New Report from ULI and Heitman
Heitman and the Urban Land Institute (ULI) developed a new research report focused on the risks that climate change poses to real estate and the measures that leading firms are taking today to mitigate those risks.
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White papersFocus on real asset investing - Income secured on real assets
Investor allocations to real assets are growing, attracted to tangible stores of value and the potential diversification of risk exposure. Real assets and debt secured on real assets can generate attractive long-term income from tenants or operations, with a high degree of security due to contractual terms. ...
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White papersInside Real Estate 2019 Outlook
What can we expect from the global economy in 2019? How will that affect commercial real estate?
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White papersAlternative Income Study 2018
Alternative income, real assets, private assets, illiquids: however they are described, the appeal of unlisted assets has grown significantly among European pension funds and insurers over the past decade.
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White papersThe Decisive Eye: A strategic bulletin on issues and opportunities in European real assets
In this latest issue of the Decisive Eye, we examine Europe’s DIGITAL future: Demographics, Infrastructure & Globalization, and Innovation Themes for Active Long-term investments.
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White papersInside Real Estate: Annual strategy outlook for 2018
A growing sense that both the economic and real estate cycles are past their primes has investors asking, “Where do we go from here?” In an environment of heightened political stress and potentially discordant monetary policies, we recognize that a complex path lies ahead. The themes we’ve identified will help you navigate through 2018 and beyond.
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