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April, 2018
Local authorities begin to find their feet in infrastructure
Matthew Craig, LAPF Investments. Infrastructure investment is of particular interest to the LGPS now that pooling is well under way. Matthew Craig looks at how local authorities can avail of the opportunities in the asset class Synchronicity is a term first used by psychologist Carl Jung for events that are meaningful coincidences. Perhaps it can be ...
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April, 2018
Necessity drives the argument for investment
Colm O'Connor, Senior Portfolio Manager, KBI Global Investors. Colm O’Connor of KBI Global Investors contends that while the demand for significant investment in infrastructure continues unabated, institutional investors have been slow to take advantage of the opportunities presented Many commentators estimate that trillions of dollars of ...
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April, 2018
Understanding junior debt
Claire Smith, Investment Director, Private Assets, Schroders. Claire Glennon, UK Institutional Business Development Director, Schroders. Claire Smith and Claire Glennon of Schroders outline the reasons why junior infrastructure debt may be in an ideal place to form part of investors’ overall portfolios With dry powder for infrastructure equity ...
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April, 2018
3D renewables: Decarbonising, Decentralising and Disrupting
Dario Bertagna, Principal, Clean Energy Infrastructure, Capital Dynamics. Dario Bertagna of Capital Dynamics discusses how developments in renewable energy are transforming the way we think of the power sector First dimension: Decarbonisation. The world of power generation has transformed dramatically over the last few years. In Europe and the UK, ...
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April, 2018
DNA of a manager search: LGPS and infrastructure
Peter Hobbs, Managing Director and Head of Private Markets, bfinance. Peter Hobbs of bfinance looks at the challenges faced by infrastructure investors, and takes us through a case study showing how a manager search identifies investor requirements and concerns to help identify suitable managers Unlisted infrastructure has become an increasingly ...
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April, 2018
Time to stress test your portfolio
Stephen Leh, Infrastructure Investments Group, J.P. Morgan Asset Management. Now may be the ideal time for local authority investors to prepare for the next period of financial stress by testing their portfolios against a wide range of potential outcomes. Stephen Leh from J.P. Morgan Asset Management’s Infrastructure Research team look at the potential ...
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February, 2018
Growth priority
Aninda Mitra, Senior Sovereign Analyst, Standish. China’s economy is unique in being both enormous, and rapidly and relentlessly growing. Like a jumbo jet with fighter plane performance, the Chinese economy can have a massive impact for good or ill far beyond the country’s borders. Standish’s senior sovereign analyst, Aninda Mitra, considers the ...
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February, 2018
The dangers of index investing in global emerging market equities
Glen Finegan, Head of Global Emerging Market Equities, Janus Henderson Investors. Glen Finegan of Janus Henderson Investors argues the case for active investment in emerging markets There is an increasing trend for investors to allocate to emerging market equities using an index-based approach. We believe that this overlooks a number of key drawbacks ...
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February, 2018
Sustainability an essential ingredient for emerging markets investing
Fabiana Fedeli, Global Head of Fundamental Equities, Robeco. Masja Zandbergen, Head of ESG Integration, Robeco. Fabiana Fedeli and Masja Zandbergen of Robeco discuss why it is important to integrate ESG data into country and stock analysis when considering investments in emerging markets Sustainability and emerging markets may seem like a ...
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February, 2018
The ballooning middle class
Sanjay Luthra, CFA, Associate Portfolio Manager, Global Equity, AGF Investments Inc. Sanjay Luthra of AGF Investments looks at the significant investment opportunities provided by a growing middle class and rapid technological developments in the Asia Pacific region Emerging markets are growing at twice the rate of developed markets, and the primary ...
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