All Asset Allocation articles – Page 3
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Opinion PiecesIPE 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 ReportsTop 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 ReportsTop 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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NewsINREV 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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NewsVRS 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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NewsOregon 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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NewsUK 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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NewsIFM 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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AnalysisMIPIM 2024: Infrastructure gate-crashes real estate party
Major institutional investors converge on Cannes to discuss challenges facing asset class
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NewsInvesco 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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NewsReal 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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AnalysisReal 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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NewsSBCERA 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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NewsLACERA 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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NewsBorder 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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NewsLarge 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
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MagazineInfrastructure in the blender: combing private and listed markets
Fraser Hughers and John Creswell make the case for building an infrastructure allocation using both private and listed markets
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MagazineAI and the built environment
Institutional investors are beginning to explore what AI can bring to their real estate allocations. Pirkko Juntunen reports
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AnalysisIPE Real Assets November/December 2023: RE AUM growth turns negative
When IPE Real Assets surveyed institutional investors about their real estate allocations in April this year, it became clear that a slowdown had started. Real estate had been one of the most favoured asset classes during a decade of low interest rates.
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NewsGlobal real estate allocation targets plateau for first time in 10 years
European investors actually reduce their targets, according to Hodes Weill and Cornell University
