All Portfolio Management articles
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White papersFriendvesting: the new architecture of investment in a fractured world
For decades, institutional investors constructed global portfolios with a primary focus on economic fundamentals-growth prospects, sectoral trends, and market efficiency. Geography mattered, but mainly as a source of diversification: emerging versus developed markets, Asia versus Europe. Geopolitics, when considered at all, was the preserve of sovereign wealth funds and the occasional risk manager. That era has ended.
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White papersPrivate Infrastructures: perspectives and added value through active management
In an economic environment marked by a future outlook in which interest rates and inflation may be higher and more volatile, investments in private infrastructure assets are an attractive alternative for investors seeking stability of returns, a good risk-adjusted return trade-off, and diversification of their overall portfolios. This report examines how active management in private infrastructure can enhance the value generated by this asset class.
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VideoThere’s power in data
Discover the power behind our quant investing strategies – this highlight video showcases the techniques, insights and talent driving MDT’s approach.
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Asset Manager NewsAccess Portfolio Acquisition
Barings has acquired a multi-let urban logistics and industrial portfolio comprising four assets. Located in high-demand urban submarkets where quality supply is scarce, the portfolio was purchased in June 2025 as part of a non-core investment strategy.
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White papersGRESB 2024 Results
We are extremely proud to have retained our GRESB 5-star ratings for the third consecutive year across both our standing investments and development projects.
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White papersAI In Investment Management: The Advancement Of Learning
At Amundi, we have previously explored NLP approaches but were disappointed by their instability - small changes in input words or word order often led to significant shifts in interpretation.
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White papersConstructing the Future: Building Resilient Portfolios With Infrastructure
Private infrastructure stands out in an uncertain world.
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Asset Manager NewsHazelview’s Entire Canadian Portfolio Achieves 100% Green Building Certification for Second Consecutive Year
[Toronto, March 19, 2025] – Hazelview Properties, one of Canada’s leading multi-residential builders and managers, proudly announces that it has achieved 100% green building certification across its entire 200+ building portfolio for the second year in a row. This certification was awarded through the Building Owners and Managers Association (BOMA) BEST program and the Certified Rental Building Program (CRBP).
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White papersWhy REITs Can Escape Trade Uncertainty
With over 25 years of experience managing real estate through every kind of market cycle, Hazelview Investments knows where to look when conditions get tough. Our latest whitepaper, Why REITs Can Escape Trade Uncertainty, unpacks why real estate investment trusts remain one of the few asset classes built for resilience in a high-volatility, high-risk landscape.
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White papersAlternative portfolio: The Red Thread – Private Markets – Edition May 2025
For decades, the 60:40 portfolio – 60% equities and 40% bonds – was the cornerstone of most investors. Yet, the traditional model is facing significant headwinds. Changing macroeconomic conditions, inflation uncertainty, and shifting equity-bond correlations have all questioned the reliability of this approach. In this context, alternative investments are gaining attention as an appealing complement to traditional strategies.
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White papersHow a core-plus strategy may enhance your portfolio
Principal Real Estate has been investing in commercial real estate (CRE) for more than 60 years and in core-plus real estate for over 20 years. Having experienced numerous market cycles in that time, we believe CRE values have largely adjusted for the current cycle, setting the stage for an attractive entry point for private equity investors.
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White papersAdapting to Uncertainty
In an era characterized by complexity and unpredictability, we believe it is crucial to enhance portfolio resilience for the long term.
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People NewsGARBE Industrial Real Estate Enlarges Management Team
GARBE Industrial Real Estate GmbH (“GARBE”), one of the leading providers and managers of logistics and light industrial assets in Germany and Europe, is reinforcing its investment and portfolio management as part of its growth strategy. Dr. Peter Bartholomäus will assume the position of Chief Investment Officer (CIO). Nicolai Soltau will succeed him in his current role as Head of Portfolio Management as of April 2025. Both will report directly to Jan Philipp Daun, Managing Director of GARBE Industrial Real Estate.
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White papersHazelview’s Entire Canadian Portfolio Achieves 100% Green Building Certification for Second Consecutive Year
[Toronto, March 19, 2025] – Hazelview Properties, one of Canada’s leading multi-residential builders and managers, proudly announces that it has achieved 100% green building certification across its entire 200+ building portfolio for the second year in a row. This certification was awarded through the Building Owners and Managers Association (BOMA) BEST program and the Certified Rental Building Program (CRBP).
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White papersFour ways to potentially enhance returns through leverage
Successfully utilizing leverage to enhance returns requires deep expertise. As a top-ten global real estate manager with $22 billion in real estate debt AUM and 60+ years of experience, Principal Real Estate knows how to make leverage work. With $124 billion in transactions over the past decade, we help optimize returns.
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VideoPortfolio Finance: Private Markets’ Next Great Asset Class?
In the latest episode of Streaming Income, Head of Portfolio Finance, Dadong Yan helps to define and de-mystify the growing opportunity in Portfolio Finance.
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PodcastPodcast: Kyle Mangini on infrastructure and its role in building resilient portfolios
IFM Investors’ Global Head of Infrastructure Kyle Mangini was interviewed for Bridgewater’s Observations podcast series on the topic of infrastructure’s role in building resilient portfolios.
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White papersAsset Management Outlook 2025: Reasons to Recalibrate
We are pleased to share Goldman Sachs Asset Management’s 2025 Outlook: Reasons to Recalibrate.
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White papersISA Outlook 2025: Global – The dawn of a new real estate cycle
Almost three years after interest rates began to spike leading into the Great Tightening Cycle, the first light of a new real estate cycle is clearly visible on the horizon. As with the start of every new day, however, opportunities and challenges lie ahead.
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White papersReturn Predictability, Expectations, and Investments: Experimental Evidence
The empirical finance literature documents a puzzling phenomenon: investors tend to adjust their portfolios insufficiently in response to changes in their own forecasts of asset returns. This paper proposes an investment experiment with information treatments to better understand the mechanisms behind this puzzle.
