Real Assets
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April, 2017
Real reassurance
Matthew Craig, LAPF Investments. As local authority pension funds look to adapt to the prospect of cash flow challenges, Matthew Craig examines the role that real assets can play in delivering performance combined with diversification and inflation protection As pension funds become more mature and conscious of their liabilities, so real assets become ...
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April, 2017
Localisation: meeting infrastructure needs in the 21st century
Gregory Smith, President and CEO, InstarAGF Asset Management Gregory Smith of InstarAGF Asset Management suggests how the complexities faced by today’s towns and cities can be simplified by abandoning convention and thinking locally about infrastructure More than half of the world’s population lives in urban centres, including in North America ...
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April, 2017
How pension funds can use real assets to achieve an income
Andrew Swan, Director of Fixed Income, M&G Investments. Andrew Swan of M&G Investments says that real assets, which offer inflation-linked, secure income streams, are proving attractive alternatives to long-term investors Real assets come in a number of guises and have various attributes that long-term, income-seeking investors can benefit from. They ...
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April, 2017
Global farmland, a differentiated offering in real assets
Sherilee Mace, Institutional Business Development Director, Insight Investment. Tom McKeon, Portfolio Oversight Director, Farmland Team, Insight Investment. Sherilee Mace and Tom McKeon of Insight Investment discuss how a global farmland portfolio that follows a responsible investment approach can help LGPS funds manage their cash flows and fulfil ...
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April, 2017
The real return portfolio of the future for real estate
Julian Agnew, UK Chief Investment Officer, LaSalle Investment Management. Julian Agnew of LaSalle Investment Management looks at the composition of a real return portfolio, arguing that while retail will remain dominant, such a portfolio should in future be more balanced in terms of sector weighting than it has been in the past Many investors of core ...
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April, 2017
The makings of a commodity bull market
David Donora, Head of Commodities, Columbia Threadneedle Investments. David Donora of Columbia Threadneedle Investments looks at the prospects for commodities investors in 2017 Commodities have had a mixed start to 2017. The Bloomberg Commodities Index is down 2.5% year-to-date (to 31 March 2017), after a substantial drop in the oil price in March ...
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April, 2017
The liquid real asset
Matthew Sheldon, Senior Portfolio Manager, Water Strategy, KBI Global Investors. Water infrastructure is something that is rarely on investor agendas. Matthew Sheldon of KBI Global Investors explains how pension funds could benefit from investment in the asset class When most investors think about investing in “real assets”, infrastructure often ...
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August, 2014
The role of real assets at local authority pension funds
Matthew Craig. As the conventional asset classes of equities and bonds continue to present challenges for local authorities, what part can real assets play? Matthew Craig examines the issues The growing investor interest in real assets is a reflection of both unease with market conditions now and a forward looking determination to find secure ...
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August, 2014
Active value opportunities in secondary property
Phil Clark, Head of Property Investment, Kames Capital. Phil Clark, Kames Capital’s Head of Property Investment, shares his view of the UK commercial property market and the opportunities for local authority pension funds What is your view on the UK economy recovery? The gathering pace of the economic recovery in the UK has seen unemployment fall, a ...
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August, 2014
Infrastructure debt – the new “I” in LDI
Nicola Beretta Covacivich, Head of Infrastructure Debt, ECM. Infrastructure debt provides an opportunity to invest in non-correlated real assets with an attractive risk/return profile. Nicola Beretta Covacivich of ECM explains more Investing in infrastructure debt – vital facilities such as hospitals, airports, roads, water & renewable energy ...
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