Real Assets
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August, 2014
Longer leases, broader horizons and higher yields
Christopher Head, Director, BlackRock. As competition for alternative income-producing assets hots up, investors will need to broaden their investment horizons to achieve higher yields, says Christopher Head, head of UK local authorities at BlackRock The investment case for alternative, income-producing assets will be familiar to LAPFs: they generate ...
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August, 2014
Risks in private real estate investing
Derek Williams, Managing Director, Private Markets, bfinance. Derek Williams, Managing Director, Private Markets at bfinance, highlights the main risks associated with investing in real estate – both via funds and directly – and comments on how to analyse and mitigate these risks There are risks associated with any investment – loss of capital, ...
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August, 2014
Rethinking infrastructure
Gregory Smith, President and CEO, InstarAGF Asset Management. While more institutions are creating separate allocations for infrastructure, capital deployment is lagging behind. Infrastructure pioneer Gregory Smith of InstarAGF Asset Management tells us why….and how investors should be thinking about the asset class In the early 2000s, I oversaw the ...
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August, 2014
New York, Paris, Hong Kong, Munich, everyone’s talking about… REITs
Nick Roberts, Partner, Sarasin & Partners. Guy Mountain, Senior Associate Partner, Sarasin & Partners. Nick Roberts and Guy Mountain of Sarasin & Partners discuss whether now might be a good time to diversify UK property portfolios Investors in UK property have seen strong returns recently – in 2013 the IPD All Properties Index returned 10.9% as ...
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August, 2014
Sustainable property – a significant value creation opportunity
Tim Mockett, Managing Director, Property, Impax Asset Management. Tim Mockett of Impax Asset Management discusses the drivers that make sustainable property a convincing investment, and outlines how “Green Alpha” is generated Property has proved to be an attractive asset class for investors in the low interest rate environment of recent years. In ...
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August, 2014
Infrastructure funds – time for a change?
Dominic Helmsley, Managing Director, SL Capital Partners. Dominic Helmsley of SL Capital Partners examines the outcome from a first wave of infrastructure funds to see what lessons investors in the asset class can learn from past performance Infrastructure remains a much talked about asset class. It promises long-term stable cash flows delivering ...
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