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December, 2019
Multi-asset: the diversifying factor
Venilia Batista Amorim, LAPF Investments. Venilia Batista Amorim explores the various strategies within multi-asset investing that can offer true portfolio diversification When it comes to investing, it is common knowledge that diversification is crucial to success over the long term. It’s generally wise to avoid investing too much in one single ...
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December, 2019
Finding diversification in a low yield environment
Stephen Hearle, Director, Global Institutional Business, Nordea Asset Management. Stephen Hearle at Nordea Asset Management explains how a multi-asset investment approach can have the potential to offer the returns investors need and the diversification that they seek Investors in equities have enjoyed more than a decade of strong returns, amid an ...
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December, 2019
Seeking income from real estate
James Allum, Client Relationship Manager, Real Estate Investment Management, Columbia Threadneedle Investments. James Allum of Columbia Threadneedle Investments makes the case for investment in long-lease real estate to provide reduced risk exposure plus income returns in excess of gilts and inflation Pension fund trustees are living through an ...
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December, 2019
The diversification and performance potential of global small-cap stocks
Trevor Gurwich, Senior Portfolio Manager, American Century. Jim Shore, Senior Client Portfolio Manager, American Century. Trevor Gurwich and Jim Shore of American Century identify the advantages of a dedicated global approach to small-cap asset allocation, but warns that this is a complex marketplace requiring rigorous research and analysis While ...
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December, 2019
Infrastructure equity as a source of sustainable income
Nick Spencer, Managing Director, Arjun Infrastructure Partners. Nick Spencer of Arjun Infrastructure Partners discusses what infrastructure equity can offer investors seeking “Gilts-Plus” investment characteristics In an enduring low yield and low growth investment environment, many institutional investors are searching for alternative investment ...
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October, 2019
The ever-evolving cycle of alternative investments
Venilia Batista Amorim, LAPF Investments. Venilia Batista Amorim examines how alternative investments have developed to become a key component of asset allocation Although the rules of the Local Government Pension Scheme (LGPS) are set nationally, it is administered at local level by administering authorities, whose responsibilities include managing ...
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October, 2019
Building retirement savings by preserving community trust
Phelim Bolger, Director, IFM Investors. Phelim Bolger of IFM Investors explains the role of risk management in infrastructure investment and shows how investors must engage with communities to be aware of the risks and anticipate and manage them In the investment community we deal with myriad risks every day and they frame all our decisions. In many ...
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October, 2019
A new generation of infrastructure
Colm O’Connor, Senior Portfolio Manager, KBI Global Investors. Colm O’Connor of KBI Global Investors outlines the benefits of investing into sustainable end markets such as water and clean energy, which up to now have largely been ignored by many infrastructure managers Infrastructure is gaining increased attention from investors, right around the ...
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October, 2019
Sharing in the 21st century – low risk and long term
Alex Greaves, UK Residential Fund Manager, M&G Real Estate. Alex Greaves of M&G Real Estate describes how shared ownership works and explains its potential as an investment at a time when occupier demand is likely to be greatest where house prices are least affordable Shared Ownership is gaining traction as an attractive, low-risk, long-term ...
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October, 2019
Private debt comes of age with emerging secondaries market
Francesco Di Valmarana, Partner, Pantheon. Toni Vainio, Principal, Pantheon. Pantheon’s Francesco di Valmarana and Toni Vainio discuss the evolution of the Private Debt asset class and the emergence of a secondary market In our article in the June edition of LAPF Investments we discussed the surging growth of the private equity secondary market, ...
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