All Real Assets articles in October 2008 (Magazine)

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  • BRICs and mortar
    Magazine

    BRICs and mortar

    October 2008 (Magazine)

  • Active discrimination
    Magazine

    Active discrimination

    October 2008 (Magazine)

    The appeal of emerging markets is the opportunity to tap into stellar growth from a low base. There are numerous economies around the world with the necessary population size and GDP growth to offer such potential, but why are global investors dismissing some markets in favour of others?

  • Opportunity and reality
    Magazine

    Opportunity and reality

    October 2008 (Magazine)

    Emerging markets play a key role in the global diversification of pension fund real estate portfolios. But investors must understand the risks. Richard Lowe reports

  • Taking aim
    Magazine

    Taking aim

    October 2008 (Magazine)

    With Russia and Latin America in the sights of German pension fund NAEV, Hermann Aukamp tells Richard Lowe about finding the right products once a market has been identified

  • Going global
    Magazine

    Going global

    October 2008 (Magazine)

    Emerging markets are playing an increasingly important role for Austria’s APK Pensionskasse seeing a marked shift from eastern Europe to Asia in recent years. Richard Lowe reports

  • Baby steps
    Magazine

    Baby steps

    October 2008 (Magazine)

    The mature, transparent market of teh UK remains key for the Universities Superannuation Scheme. But the large British institution is making cautious steps into central and eastern Europe and Asia. Richard Lowe reports

  • Turning the tables
    Magazine

    Turning the tables

    October 2008 (Magazine)

    You may have looked at Vietnam but what about Nigeria, Egypt, the Phillipines or Bangladesh? Their impressive statistics suggest that they will soon be forces to be reckoned with, as John Forbes and Yael Selfin explain

  • Bucking the trend
    Magazine

    Bucking the trend

    October 2008 (Magazine)

    Emerging markets are forging ahead with significantly increased transaction activity, in stark contrast to the more established investment targets, as Bob White reports

  • Shining a light
    Magazine

    Shining a light

    October 2008 (Magazine)

    It is well known that one of the key issues in investing in an emerging market is the relative lack of transparency. Those that attempt to generate more transparency – index providers for example – have their work cut out. Ali Zaidi and Fraser Hughes share their experiences.

  • Coming of age
    Magazine

    Coming of age

    October 2008 (Magazine)

    Good news abounds in South America where widespread reform has borne results, with four of the continent’s major markets now investment grade. However, political and economic risks are significant, as Stephanie Schwartz-Driver reports

  • All eyes east
    Magazine

    All eyes east

    October 2008 (Magazine)

    Some of Europe’s eastern markets are showing strong progress but investors must watch prices as risks increase in some areas. Mark Faithfull reports

  • Lure of the Orient
    Magazine

    Lure of the Orient

    October 2008 (Magazine)

    Developing Asia is complex, diverse and inefficient but it is likely to remain ahead of its rivals for a while. Kristen Paech reports

  • Magazine

    Getting focused

    October 2008 (Magazine)

    ING Real Estate’s fund of funds business goes global and Asia Pacific products continue to accumulate. In Europe, lower expected returns from core direct new fund launches towards distressed opportunities, alternatives assets and sector-focused strategies.

  • ...divided we fall
    Magazine

    ...divided we fall

    October 2008 (Magazine)

    Progress in advancing sustainable real estate could be enhanced if the industry were to speak with one, clear, united voice, says Carl Bennett

  • Growing pains
    Magazine

    Growing pains

    October 2008 (Magazine)

    Danish pension fund ATP signalled its international intent this year with its first real estate investments outside Europe. Michael Nielsen tells Richard Lowe about the challenges in managing a global indirect portfolio that is growing larger than its direct domestic counterpart

  • Strong and weak
    Magazine

    Strong and weak

    October 2008 (Magazine)

    Economic uncertainty and shaky credit markets will remain key investor concerns for some time while demand for property in emerging markets will remain strong, as Fergus Hicks reports

  • A vital interface
    Magazine

    A vital interface

    October 2008 (Magazine)

    Is the property industry too wary of the EU? The Union has a central role in bringing the industry together. John Frederiksen reports

  • Magazine

    East or West?

    October 2008 (Magazine)

    Global diversification is the order of the day for many European pension funds. For some, Asia is the obvious destination to diversify away from European real estate. For others it’s the US.

  • The pension funds’ dilemma
    Magazine

    The pension funds’ dilemma

    October 2008 (Magazine)

    Pension funds were recently accused of making such excessive demands on fund managers that they effectively talked themselves to the back of the queue. Should they be bargaining at all – and, if they should, is it every scheme for itself?

  • Home or away?
    Magazine

    Home or away?

    October 2008 (Magazine)

    Continental Europe is the obvious next step for UK pension funds keen to diversify their domestic-based portfolios. But, as Richard Lowe discovers, its deteriorating outlook has strengthened the case for ‘going global’ while many are seeking opportunities at home