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October, 2021
No longer just about diversification
Pádraig Floyd, LAPF Investments. Pádraig Floyd discusses alternative investments looking at risk and reward profiles of property in particular, and the growing importance of sustainability factors such as decarbonisation When it comes to investment strategy, alternative assets represents a very broad church. It covers all kinds of equity, fixed ...
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October, 2021
Alternative investment grade: a means to safe yield enhancement
David Crawford, Co-Head of Institutional, & Wholesale Distribution, Nordea Asset Management UK. David Crawford of Nordea Asset Management UK spells out the benefits of investment grade private credit for institutional investors Since the global financial crisis, central banks have created an unprecedented environment of low yields and artificially low ...
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October, 2021
Alternative investments – is it time to get real?
Anthony Esse, Chief Executive, Darwin Alternative Investment Management. Anthony Esse of Darwin Alternative Investment Management outlines the benefits offered by real assets, particularly land-based ones such as holiday parks, in a volatile stock market, and suggests that now is a good time to consider allocations to this asset class The past two ...
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October, 2021
Inflation protection: the listed infrastructure hedge
Sheridan Bowers, Head of UK & Ireland, Vontobel Asset Management. Sheridan Bowers of Vontobel Asset Management identifies the two types of inflation – “cost-push” and “demand-pull” – and considers the likely effects on infrastructure stocks depending whether inflation is transitory or “sticky” Greeting the world as we emerge from the ...
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October, 2021
Direct lending coming of age as a source of secure income
Cécile Mayer-Levi, Head of Private Debt, Tikehau Capital. Cécile Mayer-Levi of Tikehau Capital discusses Direct Lending and the hunt for secure income in the wake of the pandemic As the world recovers from the Covid-19 pandemic, investor priorities have shifted and the hunt for secure income has become a renewed area of focus. Despite some positive ...
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October, 2021
Building goal-driven private market portfolios
Sofia Gertsberg, Managing Director, HarbourVest Partners. Sofia Gertsberg of HarbourVest Partners looks at what LGPS investors should take into consideration when constructing and managing their private market investments Many of the LGPS are long-term investors in private markets. Relative to other types of investors, the LGPS funds particularly well ...
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October, 2021
Time to diversify – but into what?
Thomas Maloney, European Head of Portfolio Solutions Group, AQR Capital Management. Thomas Maloney of AQR Capital Management makes the case for diversifying out of equities and considers the role of liquid alternatives The last 10 years were exceptional for traditional stock/bond portfolios, and as a result pension schemes holding such portfolios have ...
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August, 2021
Staying invested and managing the infrastructure climate transition
Anna Engwerda-Smith, Director Policy and Research, IFM Investors. Anna Engwerda-Smith of IFM Investors discusses the challenges and opportunities provided by transitioning infrastructure assets for a net zero world, and provides two case studies of companies that have successfully commenced their transition journey Climate change poses significant ...
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August, 2021
First steps to impact investing
Elena Tedesco, Portfolio Manager, Vontobel Asset Management. Elena Tedesco of Vontobel Asset Management outlines the steps investors should consider as they formulate their approach to impact investments Asset managers’ briefcases are bursting with so-called sustainable products, and rightly so. Judging by this equity segment’s dizzying growth ...
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August, 2021
Navigating the evolving landscape of impact investing
Laure Villepelet, Head of ESG/CSR, Tikehau Capital. Laure Villepelet of Tikehau Capital emphasises the importance of asset managers in shaping investors’ approaches to impact investment in developed markets The non-profit Global Impact Investing Network (GIIN) defines impact investing as “investments made with the intention to generate positive, ...
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