All Asset Allocation articles – Page 3
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PodcastFrom Bricks to Bytes: The New Frontiers in Real Estate Investment
Real estate is transforming - fast. Operational intensity, and the rise of new sectors like data centers, life sciences and social infrastructure are reshaping the investment landscape.
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White papersNiche to Necessity: The Next Chapter of Self-Storage
Self-storage has proven itself as a resilient and important component of a real estate portfolio. Since Heitman began investing in the sector in 1996, we have observed its durability and outperformance throughout economic cycles.
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Asset Manager NewsHESTA to Invest in European Alternative Property Types with Heitman
Heitman LLC (“Heitman”), a global real estate investment management firm, today announced an allocation from HESTA to invest in European alternative property types, including self-storage, student housing, residential, and health care.
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White papersGreenfield’s essential transition role
Building the next generation of renewables and related enabler technologies will be a key focus for years to come, says Ivor Frischknecht of Sosteneo Infrastructure Partners
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White papersUK DC Pensions: Overcoming the Hurdles to Investing in Private Markets
Historically, UK DC pension plans have struggled to invest in private markets. We’ve found that where there’s a will, there’s a way.In today’s challenging environment for DC pension savers, allocating to private markets can help improve return potential. Implementing an allocation to private markets in DC pensions isn’t straightforward, but it can be done. The secret? A combination of experience, ingenuity and an appropriate choice of investment vehicle.
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White papersFinding the right blend: Optimising asset allocation in liquidity pools
In the second part of our new article series on liquidity optimisation, Alastair Sewell investigates how investors can find the right mix of assets for their liquidity pools.
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White papersA bigger splash: How much liquidity do I need?
The importance of holding liquidity is well understood by large institutions. But how much is enough? In the first part of our new article series on liquidity optimisation, Alastair Sewell investigates the key considerations for different investor types.
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White papersBeyond numbers: Using Data Intelligence to identify investment opportunities in real estate
AI-driven Data Intelligence is transforming real estate by uncovering previously hidden trends. Data Intelligence enables informed decisions by combing vast datasets like those provided by multiple listing systems to reveal insights like trends in yield compression.
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White papersStrategic Asset Allocation: Balancing Art and Science
Guy Haselmann, Head of Thought Leadership at MetLife Investment Management (MIM), recently sat down with Ruth Farrugia, Global Head of Insurance Asset Management at MIM, to discuss strategic asset management for Insurance Companies.
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Research ReportEuropean Real Estate in Asset Allocation: a new model for a new world
During the decade from 2012 to 2021, relative international geopolitical stability and quantitative easing policies generated abundant, low-cost liquidity, which was advantageous for real estate. However, the emergence of a paradigm shift, most notably in inflation or policy rates, cannot be ignored when defining a high-performance allocation strategy in the future, given current uncertainties.
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White papersThe role of infrastructure investment in climate risk management
The change from the emission intensive economy of today to a net zero economy won’t happen overnight, and it won’t happen by accident. For investors, an active and considered approach to portfolio and asset management will likely be required.
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White papersMarket Scenarios and Risks - March 2022
We amend the narrative of our scenario to take into account the consequences of the war in Ukraine. We increase the probability of our downside scenario to 30% (from 15%) to reflect the rising risk of stagflation.
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White papersSpecial Ukraine
The invasion of Ukraine by Russian troops has caught Europe off guard, reminding it of the darkest hours before the Second World War. NATO countries and European leaders have so far ruled out direct military confrontation because of the risk of escalation between nuclear powers.
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White papersCross Asset Investment Strategy - March 2022
The geopolitical escalation at month’s end marks a further rise in volatility, even as the Fed and the ECB displayed hawkish overtures earlier. We suggest a more cautious stance in credit amid rising liquidity risks and a less appealing risk/return profile for credit compared with equity.
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White papersCross Asset Investment Strategy - February 2022
Recent sharp increase in nominal and real yields has been reflected in strong movements in equity markets, causing a rotation out of growth into value stocks. We think the uncertainty (Covid, geopolitics) would continue as markets assess the path of inflation, economic growth and monetary policy.
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White papersReal assets: The strategic allocation for inflation defense
Allocating to listed real assets may help investors better manage inflation risks—while also enhancing diversification potential and risk-adjusted returns.
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White papersMarket Scenarios and Risks - October 2021
We are maintaining the narrative and the probabilities of the scenarios. The central scenario assumes that the policy mix and improving fundamentals will support the recovery and the markets. Beyond 18 months, we expect US growth to revert to potential amidst a higher inflation regime, while stagflationary pressures rise, in particular across Europe.
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Asset Manager NewsEuropean respondents are committed to prioritising ESG as a tool for investment and indicate an increasing shift towards alternative investing
According to Nuveen’s inaugural global institutional investor survey, the ongoing global pandemic, the shift to investing in alternatives and ESG integration are among the most powerful themes shaping investment decisions across Europe in 2021.
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White papersWhy the real estate debt market just keeps on growing
The rapid growth of real estate debt has been driven by a number of factors which we think are here to stay. This is what investors need to know about how it works, and what it can offer.
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White papersData Centres: The Role In Real Estate Portfolios
The network of data centres providing critical infrastructure for European economies presents a unique opportunity for real estate investors. With growth and defensive attributes, the data centre industry has proven resilient in both economic downturns and periods of economic expansion.
