All Portfolio articles – Page 12

  • Four countries, four currencies
    Magazine

    Four countries, four currencies

    May 2013 (Magazine)

    Marcus Cieleback and Marcelo Cajias explore the implications of currency movements on returns when investing across the Nordics

  • Rising with the challenge
    Magazine

    Rising with the challenge

    March 2013 (Magazine)

    Inflation Real estate could live up to its inflation-hedging reputation, but investor expectations should dictate how they construct portfolios, says Anne Breen

  • Beyond sectors and regions
    Magazine

    Beyond sectors and regions

    March 2013 (Magazine)

    The greatest gains will be made by identifying emerging drivers of return before they are reflected in market pricing. Rob Martin explains

  • Magazine

    A smoother path

    March 2013 (Magazine)

    The imminent launch of IPD Segment Futures will enable fund managers to navigate short-term market peaks, says Charles Ostroumoff

  • Status symbol or savvy investment?
    Magazine

    Status symbol or savvy investment?

    November 2012 (Magazine)

    Can sub-5% yields be justified for super-prime property? Richard Gwilliam, Emma Harding and Fulgence Kayiranga assess the investment rationale behind trophy assets

  • Magazine

    Fair value – are you ready?

    November 2012 (Magazine)

    Regulatory pressures for unlisted funds to use fair value accounting are increasing. Graham Barnes and Paul Robinson discuss the implications

  • Spot the bubble
    Magazine

    Spot the bubble

    November 2012 (Magazine)

    ‘Bubble episodes’ in real estate markets are a source of valuable pricing information, say Sotiris Tsolacos and Chris Brooks

  • Magazine

    A decade of fund returns

    November 2012 (Magazine)

    Performance is determined by factors other than the portfolio, as shown by recent IPF research. Malcolm Frodsham explains

  • Putting a price on safety: prime property
    Magazine

    Putting a price on safety: prime property

    September 2012 (Magazine)

    Are Europe’s safe havens too expensive in a challenging economic environment? Craig Wright provides some answers

  • Magazine

    The logic of logistics

    September 2012 (Magazine)

    Richard Holberton explains why logistics real estate should play a larger role in institutional investors’ multi-asset portfolios

  • Next allocation tipping point
    Magazine

    Next allocation tipping point

    September 2012 (Magazine)

    The markets have reached an inflection point, prompting institutions to significantly increase their long-term allocations to real assets, argue Bernie McNamara, Michael Hudgins and Pulkit Sharma

  • Magazine

    The real hierarchy

    May 2012 (Magazine)

    UK retail is seen as polarised between prime and secondary. But Béatrice Guedj and Tony Christie show how a multivariate analysis can provide a more nuanced picture