All Portfolio articles – Page 12
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MagazineDutch deconstruction
New research uncovers the composition and returns of Dutch institutional portfolios. Marco Mosselman and Simon van der Gaast investigate
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Magazine
Circling the four quadrants
QE tapering will have different effects on different parts of the real estate market. Christopher O’Dea examines the outlook for the ‘four quadrants’
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MagazineHow would deflation affect property across the euro-zone?
While rising interest rates pose concerns for property investors, a deflationary scenario could be worse. Fergus Hicks and Himanshu Wani explain
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NewsUK institution backs Invesco’s pan-European long-lease strategy
Fund manager acquires €80m German hotel portfolio for new client
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NewsAsian institutions target global property via CBRE GI, Invesco
Invesco buys Paris office tower as CBRE Global Investors wins $200m mandate
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MagazineIntegrating property risks
A new study from IPD/MSCI reveals concerns at major institutions about integrating property into their wider risk managament. Peter Hobbs and Bert Teuben explain.
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MagazineRiding the cycle
The Tour De France offers a useful analogy for understanding the ups and downs of US real estate, say Martha Peyton and Edward Pierzak
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Magazine
What causes commercial properties to depreciate?
IPF-sponsored research by Neil Crosby, Steven Devaney and Anupam Nanda examines the drivers of depreciation for office and industrial buildings
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MagazineSharpening a blunt tool
Based on empirical analysis, Arjan van Bussel, Marija Beleska and Mike Nawas argue that Solvency II’s approach to real estate is too uniform
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Magazine
Guided tour of the cities
Diversification Global investment is back in favour, but are investors achieving effective diversification? Peter Hobbs looks at the complex behaviour of global cities
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Magazine
Fast and flexible
Charles Ostroumoff explains how IPD segment futures offer portfolio managers the ability to hedge and rebalance quickly and cheaply
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Magazine
Blending the best
Real estate portfolios can enjoy the best of both worlds. Christine Senior looks at the possibilities of combining public and private
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MagazineMulti-purpose property
Alex Moss outlines the different ways that listed real estate securities can be used by investors
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MagazineVital ingredient
Matt Fletcher explains why listed real estate is a necessary component of pension fund asset allocations
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MagazineFour countries, four currencies
Marcus Cieleback and Marcelo Cajias explore the implications of currency movements on returns when investing across the Nordics
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MagazineRising with the challenge
Inflation Real estate could live up to its inflation-hedging reputation, but investor expectations should dictate how they construct portfolios, says Anne Breen
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MagazineBeyond sectors and regions
The greatest gains will be made by identifying emerging drivers of return before they are reflected in market pricing. Rob Martin explains
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Magazine
A smoother path
The imminent launch of IPD Segment Futures will enable fund managers to navigate short-term market peaks, says Charles Ostroumoff
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MagazineStatus symbol or savvy investment?
Can sub-5% yields be justified for super-prime property? Richard Gwilliam, Emma Harding and Fulgence Kayiranga assess the investment rationale behind trophy assets
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Magazine
Fair value – are you ready?
Regulatory pressures for unlisted funds to use fair value accounting are increasing. Graham Barnes and Paul Robinson discuss the implications
