Alternative Investments
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October, 2015
The rise of multi-alternatives
John Wilkinson, Executive Director, LGT Capital Partners. John Wilkinson of LGT Capital Partners takes us through a number of alternative investments and outlines the reasons for the increasing popularity of the asset class The seemingly stable investment landscape of the past was fundamentally and drastically altered after the pivotal Lehman crash ...
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October, 2015
Moving the needle with liquid alternatives
Ian Barrass, Co-manager, Henderson Diversified Alternatives Fund. James de Bunsen, Co-manager, Henderson Diversified Alternatives Fund. Alternatives have an important role to play in diversifying asset allocation, but how can this be achieved? Ian Barrass and James de Bunsen, Co-Managers of the Henderson Diversified Alternatives Fund, discuss the ...
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October, 2015
Digging deeper in DGFs
Thomas Nehring, Head of Institutional & Wholesale Distribution UK & US, Nordea Investment Management. Thomas Nehring of Nordea Investment Management identifies the reasons for the growing popularity of Diversified Growth Funds and outlines Nordea's "stable investment" policy towards these multi-asset solutions Multi-asset solutions or “Diversified ...
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October, 2015
What’s the alternative?
Matthew Craig, LAPF Investments. Matthew Craig looks at the reasons for the increasing popularity of alternatives amongst investors and outlines some of the challenges they present Back in the eighties, the supporters of Margaret Thatcher’s economic policies regularly claimed: “There is no alternative”. Whatever the rights and wrongs of that ...
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October, 2015
REITs, rates and real estate cycle
Scott Crowe, Chief Investment Strategist, CenterSquare Investment Management. Scott Crowe of CenterSquare Investment Management explains the reasons behind the current market concerns over Real Estate Investment Trusts, and why this could in fact provide an attractive entry point for investors The imminent change in the US Federal Reserve’s interest ...
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October, 2015
Hop aboard the US growth engine
Nitin Gupta, Partner, Caspian Private Equity. Benoit Jacquin, Partner, Caspian Private Equity. Mid-market private companies have the potential to expand rapidly while avoiding high exposure to volatile public markets. Nitin Gupta and Benoit Jacquin, of Caspian Private Equity, explain how to invest in them Are investors being too defeatist? From ...
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October, 2015
Quantifying “green alpha”
Tim Mockett, Managing Director, Sustainable Property, Impax Asset Management. Tim Mockett of Impax Asset Management outlines a methodology for measuring the investment return from properties attributable to sustainability and energy efficiency Green alpha can be defined as the premium that quantifies what proportion of total ungeared differential ...
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October, 2015
Active Beta: a new approach to accessing property market returns
Mark Bunney, Head of Indirect Property, Kames Capital. Tony Yu, Fund Manager, Indirect Property, Kames Capital. Matt Day, Fund Manager, Indirect Property, Kames Capital. Mark Bunney, Tony Yu and Matt Day outline an innovative strategy for investors seeking exposure to commercial real estate The benefits of investing in property as part of a ...
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October, 2015
Rethinking fixed income: an alternative approach to emerging markets
Sherilee Mace, Director, Business Development, Insight Investment. Emerging market debt is an asset class that is well suited to an absolute return approach. Current market dynamics make discriminating between winners and losers essential, writes Insight Investment’s Sherilee Mace In recent years many investors have come to recognise the value of ...
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December, 2014
The energy transition and the stranded assets debate – an investment risk or opportunity?
Cathrine de Coninck-Lopez, Sustainable and Responsible Investment Officer, Threadneedle. Cathrine de Coninck-Lopez of Threadneedle looks at the potential impact of steps taken by the global community to mitigate climate change Current dynamics in the energy sector point to several challenges for expensive oil and high emission coal that could lead the ...
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