Real Estate & Infrastructure

Building a Resilient Infrastructure Portfolio – Virtual Roundtable Summary

Through Zoom we were joined by Alina Osorio of Fiera Infrastructure, Snorre Kofoed-Hansen of Velliv and Mikael Falck of Kåpan for a great discussion on how they are allocating to infrastructure, where they see potential for excess returns, where they see potential bubbles and how they work to incorporate ESG into the investment process...

By |2020-12-21T14:05:04+01:00December 17th, 2020|Categories: People, Real Estate & Infrastructure|

Capitalising on the next real estate cycle

We take an in-depth look at real estate through the lens of a manager who argues that the opportunity to generate outsized returns usually come at the beginning of a cycle when trends are less evident. We talk earnings stability, inflation, alpha generation as well as how Covid-19 has set in motion new patterns in real estate usage....

By |2020-08-28T10:25:44+02:00June 26th, 2020|Categories: Alternatives, Real Estate & Infrastructure, The Nordic Brief|