Real Estate & Infrastructure
An increasingly varied universe, private markets may offer interesting entry points for investors amid volatility in public markets and demand for capital. We highlight three areas to consider.....
The all woman team at DWS , headed by Nicoletta De Bona Bottegal, run an open-ended strategy which has outperformed both its benchmark and peers since inception. We look at how a mix of country, sector and asset selection is to thank for their success.....
Inflation has been dormant for at least the last two decades. While out-of-sight, it is never out-of-mind especially in financial markets. So, are current inflation fears excessive?
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...
We spoke to Head of Alternatives, Mikael Falck, to discuss Kåpan´s infrastructure strategy and allocations....
NordicInvestor interviewed Ulla Agesen, Head of Alternative Investments and Manager Selection, to identify what Nykredit is seeking from its external infrastructure managers.....
Head of Alternatives, Christoph Junge, gives us an insight into how the team approaches infrastructure investments and how external managers are selected.....
Liquid assets have become much more volatile since March 2020. With illiquids, the story varies more according to whether, when and by how much managers have changed valuations. It also varies by asset class....
However, this is no time for complacency.....argues Simon Wallace, Global Co-Head of Alternatives Research and Strategy, DWS
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....
