All Real Assets articles – Page 5
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NewsAP2, EAPF back $3bn TIAA-CREF global agriculture fund
Asset owners help TIAA-CREF exceed $2.5bn target raise for second global agriculture fund
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NewsGreater Manchester, AP2 invest in new timberland company
Global Timber Resources to invest in timberland in North America, Latin America, Europe and Asia
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NewsLothian sees returns boosted by listed infrastructure, timber
Local authority fund returns 16.5% over 2014-15 financial year, ahead of benchmark
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Special Report
The language of infrastructure
Frederic Blanc-Brude argues that a new data and monitoring framework will help investors improve their decision making on infrastructure investments
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NewsStrathclyde slashes equities in shift to ‘enhanced yield’ strategies
UK’s largest LGPS moves away from 70% equity allocation to absolute return, hedge funds and debt
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NewsBonds, alternatives drive 12% return at DAX-listed company schemes
Liabilities on rise together with assets, consultancies warn
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NewsChurch of England boosts forestry stake
Church Commissioners grow UK forestry stake to £100m following acquistion of over dozen forests
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NewsTIAA-CREF increases focus on real assets for European institutions
US pension fund-owned manager opens London office after two-year plan to increase European institutional assets
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Special Report
Real Assets: Material changes
Is there is a tension at the heart of this month’s special report? On the one hand, we write about markets undergoing significant change. On the other, we deal with issues arising from the pursuit of dependable, boring, long-term cash flows from real assets.
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Special Report
Real Assets: Let's roll
Backwardation is back in commodity futures curves. Martin Steward asks, can investors at last expect to be paid for taking risk in the asset class, or is it a flash in the pan?
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Special Report
Real Assets: Digging a way out of the hole
The misery index reached a new low in Australia this summer as the mining slump continued to bite. But, as Christopher O’Dea reports, a new round of investment is looming as leading emerging-market producers target a bigger share of revenue from their mineral resources and mining companies cut unprofitable projects
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Special Report
Real Assets: Generating returns
Energy and power in Europe is subject to long-term plans to improve the single market, but also buffeted by the short-term vicissitudes of politics, geopolitics and even natural disaster. Daniel Ben-Ami attempts to clarify the investment themes
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Special Report
Real Assets: Real challenges
Frances Hudson outlines just how many obstacles lie between pension funds and investment in European real assets, and calls for further debt and securitisation to open up the market
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Special Report
Real Assets: The sting in the loan tail
Frédéric Blanc-Brude and Majid Hasan present a rigorous – yet implementable – framework for measuring the performance of private infrastructure debt
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Special Report
Real Assets: Learning from the crisis
European commercial real estate debt is a compelling investment opportunity. But Gareck Wilson warns that new entrants must consider the lessons learned during the recentdownturn, as they provide a valuable insight into the potential pitfalls
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Special Report
Real Assets: The real risk from real assets
What is a ‘real asset’? And why would an investor want it?
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Special Report
Real Assets: Sheltering under a roof
Property is limited in its ability to hedge inflation but it can certainly play a role. Rachel Fixsen and Lynn Strongin Dodds report on the diverse strategies to consider
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Special Report
Real Assets: Pricing powers
Jennifer Bollen explores claims that infrastructure can offset inflation and asks if infrastructure portfolios can be optimised to protect against inflation
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Special Report
Real Assets: Seeing the forest for the trees
A slow housing market during the financial crisis certainly hacked away some of timber’s appeal. But Joel Kranc finds that the long-term potential remains strong
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Special Report
Real Assets: Performing in the real world
How well have direct investments in real assets performed over the long term? Martijn Cremers outlines the latest research, and challenges some assumptions about inflation protection and diversification
