All Real Assets articles in November/December 2014 (Magazine)
View all stories from this issue.
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Magazine
What price performance?
Most pension funds use external managers to select their assets, but this appears to be a costly choice, write Piet Eichholtz and Thomas Heijdendael
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AnalysisSurvival of the fittest
Real estate investment managers are being forced to adapt to a harsher environment. Investors are increasingly looking to invest with fewer managers and are demanding more reporting and transparency. There is a need to be able to deploy capital much more quickly than was expected in the past, meaning that a particular investment strategy can be out of date by the time ‘blind-pool’ fundraising has taken place.
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Magazine
Expo Real: IP Real Estate panel: London market nearing its ‘peak’
International real estate investors will continue to invest in London despite warnings that the market could be nearing a peak, delegates at Expo Real in Munich heard.
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Magazine
Survey reveals push-pull effects
Institutions remain below their target allocations but investor sentiment is moderating. Doug Weill and Michael Lisa report on the latest Allocations Monitor figures
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Magazine
In favour of global diversity
The effectiveness of diversification was brought into question during the financial crisis. But new research vindicates a global, ‘hybrid’ approach, writes Anne Breen
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Magazine
Sector Focus: Logistics starts to deliver
The industrial markets in the US are finally coming into their own and investors are seeking to capitalise. Barbra Murray reports
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Magazine
Comparing prices
Is there a relationship between REIT prices and pricing in the growing market for secondary trading in unlisted funds? Paul Schneider investigates
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Magazine
Mexico City: The Monarch takes flight
With a massive population, a new REIT regime, and an airport on the way, Mexico City is ready for more investments. Christopher O’Dea reports
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Magazine
Expo Real: Investors shift their focus to cities and urbanisation trends
This year, Expo Real in Munich highlighted a widespread shift in strategy among leading global real estate investors. Institutions are increasingly targeting cities rather than national markets or sectors.
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Magazine
Investor Universe - UK Charities: Charities continue at home
Diversified and total-return driven, the UK’s charity sector has been quietly active in recent years. Russell Handy reports
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Magazine
Investor Universe - Nordics: Northerly winds of change
Institutional allocations continue to rise in the Nordics. But Rachel Fixsen finds a number of individual growth stories within each region
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Magazine
Multi-managers change their DNA
Indirect Multi-managers continue to evolve, and the secondary trading market is the latest genetic mutation, writes Christopher O’Dea
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Magazine
Investor Forum - Emerging Markets: Cautionary tales
The rationale for emerging markets has been challenged in recent years. Rachel Fixsen speaks to six investors and advisers
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Magazine
Europe: Continental caution
There is a growing clamour to generate opportunistic returns from euro-zone markets. But Paul Vosper and James Spencer explain why they are cautious of looking beyond the UK
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Magazine
German Residential: Price cap will not halt demand for houses
What does Germany’s new housing policy mean for the market. Klaus Niewöhner-Pape considers the implications of Mietpreisbremse
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Magazine
German Retail: Buying into German cities
Despite the rise of e-commerce, retail space still has a role to play, especially in a decentralised market like Germany, writes Iris Schöberl
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Magazine
MIPIM UK: UK housing debate bubbles over
A fiery debate has been heating up in recent years over the direction of the UK housing market. London’s Olympia became the stage for that debate on 15 October when the first-ever MIPIM UK property trade fair took up residence – but not entirely in the way the event organisers had intended.
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Magazine
Bigger, fitter, keener
Consolidation in fund management continues apace, as the importance of scale and global reach is felt. Christopher O’Dea reports
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Magazine
The erosion of home bias
Better integration of real estate with other asset classes will increase ongoing moves towards global exposure, as Jean-Martin Aussant and Peter Hobbs reveal
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Magazine
Seoul: Heart and Seoul of Asia
Investment activity has picked up markedly in recent months. Tsering Namgyal explores what is powering the South Korean capital
