All Investors articles – Page 13
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White papersPowering the future
Interview on unleashing investment potential in low-carbon technologies
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White papersPrivate Markets, Edition May 2025: Our semi-annual insights into private markets
While the current market landscape remains fluid, increased macro uncertainty and unpredictable policy measures has led to heightened probability of a potential recession and turn in the credit cycle. Private credit markets are not immune to these challenges.
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White papersReal Estate: The Red Thread – Private Markets – Edition May 2025
On entering 2025, we expected a recovery in global real estate markets to gain momentum. The tariffs have created new uncertainty and will likely see a pause in transaction activity as investors take stock. We still expect positive returns this year, but slightly lower and driven by income. Residential looks most defensive and resilient.
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White papersPrivate credit: The Red Thread – Private Markets – Edition May 2025
The first one hundred days of the second Trump administration has been eventful to say the least. The announcement of impending tariffs on Mexico, Canada and China raised concerns of global trade war increasing the risk of recession. Some strategists have gone so far as to say a recession in the US is now a 90% probability. Naturally, this has investors on edge and private credit’s not immune to this speculation.
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White papersWater Risks: An Investor’s Guide to Navigating Sustainable Water Management
Water security represents a critical challenge for the world: how to address too much, too little and too-polluted water. In this paper, we advocate a new approach to managing water risks, aimed at securing better outcomes for communities, companies and investors.
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White papersO’Connor Global Multi-Strategy Alpha Monthly Letter: Historic shift in US trade policy
We are witnessing what we believe to be one of the most historic shifts in US trade policy, fundamentally altering market volatility and asset allocation. Investors are questioning American exceptionalism and the sustainability of US financial asset outperformance, following years of increasing allocations and notable outperformance in the US. The shift in sentiment and related flows are leading to pronounced market movements and redirecting investor focus.
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White papersETFs: A core-satellite approach
Exchange traded funds provide an effective and efficient way of implementing core-satellite portfolios. We explain why, and how investors can benefit from such an approach.
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PodcastTalking Heads – It’s a match: infrastructure investing and Europe’s new focus
As investors shift away from US investments and eye opportunities for yield and growth elsewhere, it makes sense that Europe comes to mind. This is especially so now that the ‘old continent’ has kicked off a revitalisation drive to target new sources of growth and trim its dependence on the resources of other countries.
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White papersPrivate and listed infrastructure: The case for a complete portfolio
Allocations to both listed and private infrastructure can provide increased diversification, liquidity and enhanced performance
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White papersPrivate Equity: Capitalizing in the Current Climate
Despite recent headwinds, we believe private equity can help shield investors from negative tariff impacts while delivering long-term portfolio diversification.
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White papersThe End of US Exceptionalism?
We take a view in this paper that will be unpopular—defending the case for US exceptionalism.
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White papersWhitepaper: Insights and experiences in Paris Proof residential renovations
The ASR Dutch Core Residential Fund was the first institutional investor to make rental homes from the 1980s Paris Proof sustainable. We believe that achieving Paris Proof portfolios is not a Tour de France with an individual winner, but that we will achieve the goals of the Paris Agreement faster if we share experiences and lessons. Therefore, in the whitepaper “Insights and experiences in Paris Proof residential renovations”, we share our experiences and insights into achieving a Paris Proof residential portfolio.
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White papersA new path forward for China-US trade
How the latest tariff retrenchment affects the Chinese economy and equity markets
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White papersNew Playbook: Institutional investors reevaluate their asset investments
IREI article: How are US allocations to real estate shifting relative to other assets?
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White papersInvestor stewardship priorities for India
India can appear attractive to investors, based on its strong growth opportunities and market breadth. However, certain governance challenges still present potential pitfalls for the unwary. By Sonya Likhtman, Navishka Pandit and Ross Teverson.
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White papersA bunker for the trade war
Equity market neutral strategies offer potential for shelter amid volatility.
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White papersUnlocking infrastructure opportunities: Top 10 interview with Roland Hantke
Private infrastructure investments are increasingly gaining traction – and for many reasons. Considered a safe haven especially during inflation, infrastructure is receptive to many secular trends currently shaping the global economic scenario. What are these, and how should investors approach this multi-faceted asset class?
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White papersHazelview Investments Secures One of the Largest CMHC Loans to Deliver 856 Purpose-Built Rental Homes in Toronto’s West End
Hazelview Investments has secured one of the largest CMHC-insured loans ever issued under the MLI Select program. The funding will advance the development of 856 new purpose-built rental homes in one of Toronto’s most ambitious and community-oriented master-planned sites, located at the intersection of Bloor St. West and Dufferin Ave. Financing for this construction loan was provided by First National Financial LP.
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White papersIn volatile equity markets, low vol index strategies have shone
Global low volatility indexes have significantly outperformed the market so far in 2025. Boriana Iordanova looks at whether there could still be more upside potential.
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White papersFuture-Proofing and Holistic Sustainability: Driving Value Creation in Real Estate
The real estate industry faces a dual challenge: the escalating urgency of climate change and the imperative to deliver long-term value. Investors, regulators, and tenants are demanding concrete action, presenting both a challenge and an opportunity for real estate owners and managers.
