All Investment Strategies articles
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Asset Manager NewsHines Expands Asia Platform with New Value-Add Strategy
Hines, the global real estate investment, development, and property manager, today announced the intention to launch a diversified close-ended, value-add real estate strategy, to be known as Hines Asia Real Estate Partners (HAREP). HAREP intends to leverage economic and secular growth trends as well as Hines’ active management and operational excellence to achieve its objectives.
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WebinarWebinar: wind and solar enhanced maintenance technologies and advances with data
How is the use of artificial intelligence impacting the clean energy infrastructure industry? Watch Nuveen Infrastructure’s recent webinar where we discuss the use of big data and AI in asset management, the underlying trends affecting renewables infrastructure maintenance and the wealth of benefits that effective maintenance can bring to a renewables portfolio.
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White papersReal Estate Investment: A Global Perspective
The real estate crisis, stemming from the surge in interest rates driven by escalating inflation, is not confined to Europe alone. Indeed, it also affects the other major continental blocks, such as China or the United States. In this study, we want to offer a global perspective on the evolution of real estate markets, explore the diversity of responses provided by international players, and draw the outlines of what could be a “global real estate allocation” in the next cycle.
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White papersInvestment Update: Looking ahead once again
“Looking ahead to 2024, we can take stock of the 2023 investment year”, writes Casper Hesp, director Investment Management in the new Investment Update.
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White papersThe smart value-add investor – 2024 edition
When the market turned decidedly negative in early 2022, the strong value-add investment opportunity in the wake of the global financial crisis (GFC) came back to mind for many and inspired a number of real estate players to repeat that success. Substantial amounts of capital have since been raised, but very little of it has been invested to date.
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White papersISA Outlook 2024: Europe – getting ready to go
In this chapter of the ISA Outlook 2024, we discuss how our key global themes apply in a European context. While property markets in Europe spent much – if not most – of 2023 in a waiting mode, rebased prices and strong fundamentals in many sectors suggest the time for action is drawing closer.
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White papersUK long lease real estate: A unique access point for new capital
Investment market conditions for UK long lease real estate look more attractive than they have since the GFC. With the retreat of Defined Benefit (DB) pension schemes as well as a rapid repricing of UK real estate in response to interest rate rises, an opportunity has arisen for new sources of capital to access investment grade, inflation-linked cash flows secured against high quality real estate, at what could be attractive value.
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VideoIntroduction to the Neuberger Berman Uncorrelated Strategies Fund
(3:05) In this short video, Senior Portfolio Manager Fred Ingham introduces the Neuberger Berman Uncorrelated Strategies Fund, outlining why he believes allocating to a truly diversifying set of hedge fund strategies is key to investing in the asset class.
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White papersWhy India: investing in the Indian subcontinent
Investment returns in the subcontinent have been Index returns since 31 December 1992 primarily driven by India since she liberalised her economy in 1991.
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White papersPractical Implications of the New Regime
You’ve pinned down your economic and market outlook, but what does it imply for your investment strategy—and how much of that is realistic?
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White papersCore Real Estate for Institutional Investors
Commercial real estate was once viewed as a niche investment sector, but after several decades of evolution, it has emerged as a core asset class for many institutional investors.
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White papers*Private market assets: the new funding stream that’s here to stay*
Private market assets have transformed the investment landscape in the 14 years since the global financial crisis.
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VideoJane Wadia, Head of Investment Specialists on 'Engagement in fixed income'
AXA IM has managed fixed income portfolios through economic ups and downs for decades.
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White papersThe evolution of the European mortgage market
Residential mortgage markets in the UK and Europe are undergoing a period of transformation as new funding models emerge and new players enter the mix, following in the footsteps of the Dutch mortgage market. Long-term institutional capital, in search of attractive returns and diversification potential, is playing an increasingly important role, with the entry of innovative, non-bank lending platforms helping to disrupt the status quo and create a more diversified lending landscape.
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White papersMacroeconomic Picture - February 2022
In 2022, the US economy will face a progressive deceleration in economic activity, hovering above trend first and eventually converging to potential in 2023. Activity indicators are pointing to a notable deceleration at the end of Q4 and start of Q1 (in part Covid-related), which we expect to be short-lived.
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White papersResearch Blast: COVID-19 European Office Markets Series, Edition 1 – April
Within a matter of weeks, COVID-19 has caused an unprecedented level of disruption to all asset classes. Office real estate markets are by no means immune to this, but due to the illiquid nature of the asset class it will be several months, if not longer, before the true impact is fully reported through data.
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Asset Manager News€103m of transactions bring M7’s EREIP V to full investment
M7 Real Estate (“M7”) the pan-European investor and asset manager, announces that it has fully invested its fifth value add European investment fund, M7 European Real Estate Investment Partners V (“M7 EREIP V” or the “Fund”) having raised a total of €125 million of investor capital following a final close in June 2019.
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Asset Manager NewsM7 Real Estate buys three properties for EREIP V Fund
M7 Real Estate (M7), the pan-European investor and asset manager, has acquired three commercial properties in Germany for its fifth European value add property fund, M7 EREIP V for EUR 17.7 million, in three separate transactions.
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White papersEuropean Real Estate Equity: Uncovering Value City by City
Amid an uncertain macroeconomic backdrop, attractive value can still be found within European real estate—but it is important to consider sector and geography, and to partner with an active manager who has the flexibility to invest across different strategies and styles.
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White papersFactor Investing In European Offices Smart - Smart Beta Compared To Traditional Styles Q2 2019
In this report, we apply our new factor investing approach to close to 40 European office markets for the first time. This framework quantifies factors such as Volatility, Liquidity, Quality, Value, Yield and Growth. A comparison of our factor investing results to the traditional “core” and “value-add” investment styles is also provided.
