All Asset Allocation articles – Page 2
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Interviews
Michael Brand on the ‘next generation of assets’
Mercer has appointed its first head of real assets in a sign of the times. Christopher Walker speaks to Michael Brand about the move
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Special Reports
After years of selling down its real estate exposure, NZ Super is back
Toby Selman and Will Goodwin tell Florence Chong about building up the portfolio for New Zealand’s sovereign wealth fund
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Special Reports
APG is ‘back’ with a €5bn affordable housing mandate
Robert-Jan Foortse tells Richard Lowe how the pension fund investor plans to unlock the housing crisis in the Netherlands
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Special Reports
AP3’s new CIO brings tactical approach to Swedish pension fund
The Swedish pension fund’s new CIO is bringing in a tactical approach to weather market storms. Pirkko Juntunen speaks to Jonas Thulin
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Opinion Pieces
IPE Real Assets May/June 2024: Real estate comeback?
Richard Lowe considers the competition between real estate and infrastructure asset classes, as this year’s real estate investor survey hints at a resurgence in investment
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Special Reports
Top 150 Real Estate Investors 2024: Survey
There are signs that investors plan to increase investment activity after a slow 2023. Richard Lowe reports
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Special Reports
Top 150 Real Estate Investors 2024: Full ranking
The IPE Real Assets top 150 ranking of some of the world’s largest real estate investors, has captured US$2.1trn in property assets held by pension funds, sovereign wealth funds, insurers and other institutional capital owners.
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News
INREV Conference: AXA IM’s Scemama on lessons learnt from past downturns
Scemama believes yields have been stabilising since beginning of 2024
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News
VRS commits $250m to Acore Capital real estate estate credit fund
Pension fund invests in Credit Partners II as part of its credits strategies allocation
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News
Oregon PERF invests $350m in Stonepeak fund as part of $1.5bn real assets plan
Pension fund has approved a $350m commitment to Stonepeak Infrastructure Fund V
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News
UK pensions, insurers set for a surge in renewables investments, survey finds
Only 5% of respondents intend to maintain or decrease allocations
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News
IFM calls on investors to make infrastructure a ‘foundational asset class’
Fund manager argues for a standalone allocation, replicating – and potentially replacing – real estate
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Analysis
MIPIM 2024: Infrastructure gate-crashes real estate party
Major institutional investors converge on Cannes to discuss challenges facing asset class
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News
Invesco launches ‘direct’ global real estate fund for UK DC pensions
The vehicle will invest in other Invesco-managed funds and provide DC-friendly liquidity terms
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News
Real estate investors shift to higher-risk strategies, global survey finds
Investment Intentions Survey by ANREV, INREV and PREA show investors are closer to target allocations
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Analysis
Real estate 2024 outlook (part two): Interest rates, sectors and asset allocation
Outlook for real estate depends on central banks, sector differentiation and wider asset allocation forces
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News
SBCERA readies $120m for 2024 to hit 5% real estate allocation
San Bernardino County Employees Retirement Association (SBCERA) could commit $120m ($111m) to real estate strategies next year, is planning a target commitment budget of $120m (€111m) for real estate for 2024, according to a board meeting report by CIO Don Pierce. Such a level of investment would be significant increase ...
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News
LACERA plans to invest $900m in infrastructure funds in 2024
Of the total capital commitment, LACERA said $600m would be allocated to core, defensive opportunities
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News
Border to Coast launches global core and value-add real estate funds
UK local authority pension schemes commit £870m to two vehicles
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News
Large investors target infrastructure as property falls out of favour – OMFIF
Survey of the world’s largest pension and sovereign wealth funds shows emphasis on inflation protection