All Real Assets articles in May/June 2018 (Magazine)
View all stories from this issue.
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Magazine
Value-add: The time is right
Today’s market in the US is perfect for value-add strategies, say some of its leading practitioners. Christopher O’Dea reports
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Magazine
Investor Profiles: Switzerland
Swiss investors are increasing and diversifying their exposure to real estate investments. Barbara Ottawa profiles four funds
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Interviews
Interview: Michael Weaver, Sunsuper
Sunsuper was one of the first movers into real assets when it was still relatively small. The Australian investor has been growing and so has its appetite
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Magazine
Renewables: Holding the power
Advances in rechargeable batteries and storage capabilities are vital to the continuing growth of the renewables industry, writes Boris Beltermann
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Magazine
Investor Profiles: Germany
German investors include some of the biggest global real estate players. Barbara Ottawa profiles four
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Magazine
Fees: Releasing the TGER
The total global expense ratio (TGER) is the latest step in harmonising fee and cost transparency on a global basis
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Magazine
Fees: Price comparison
In light of new research suggesting that active managers keep more than 70% of investors’ profits, Richard Cooper and Kate Fearnley look at real estate fee structures
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Opinion Pieces
Opinion: There’s no such thing as climate risk
There is no single risk factor that can correctly encapsulate the complexity of global climate change, says Charles Donovan
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Magazine
Tax: UK pension funds digest implications of proposed tax change
Deborah Lloyd and Cathryn Vanderspar explore what the UK’s capital gains tax proposals could mean for pension funds, and AREF is responding
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Magazine
Climate Change: Weather report
Climate change and the science addressing it are shaping the future of real assets investing. Christopher O’Dea speaks to the investors and managers at the forefront
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Analysis
Don’t unfriend data centres
A tech sector under greater regulatory pressure is not a reason to log out of data centres
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Magazine
Forestry: Carbon capture
Timberland provides diversification and stable returns, and can help reduce an investor’s carbon footprint. Florence Chong and Christopher O’Dea report
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Interviews
Interview: CapitaLand
CapitaLand has plans to expand globally and move significantly into third-party fund management. Florence Chong speaks to president and group CEO Lim Ming Yan
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Magazine
The future of green building ratings
Green rating tools are an established way to assess a building’s sustainability. But, asks Philip Hirst, what is their true value, and how can investors use them more effectively?
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Analysis
Shopping mall REITs: The deal breakers
Proposed mergers of shopping mall REITs appeared to go off the rails in April, but the shift may yet prove to be the precursor to more consolidation
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Magazine
Renewables: Green is the new black
Falling costs, technological innovation and the rise of ESG are making renewable energy on-trend for investors, writes Christopher O’Dea
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Magazine
Water: The new black gold
Water is becoming more scarce. It is a problem for the world, but could be a challenge and opportunity for investors. Christopher O’Dea reports
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Magazine
Renewables: Look beyond the shore
Offshore wind is on the brink of delivering energy at the costs of conventional power. Georg Obert explains what this means for investors
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Magazine
Fund Structuring: Brexit, BEPS and bifurcation
Brexit and BEPS could lead to a UK-EU bifurcationin real estate funds. Andrew Månsson-Lowe and Melville Rodrigues consider solutions for pan-European managers with UK operations
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Magazine
Benchmarking: Infrastructure taxonomy
Infrastructure assets can be classified by geography, sector and business model. It is important to understand what investors want, before building an industry standard