Real Estate & Infrastructure

Asian Real Estate: Yield Pickup and Diversification

Investors could not only get some yield pickup but could also obtain a significant diversification benefit by adding Asian property to their portfolios - some Dutch pension funds have been investing in the asset class for over 20 years...

Are Illiquid strategies Immune from the Price War?

It very clear that fees have, for many years, been falling on traditional, long only investments, and also on relatively liquid alternative investments. Yet the headline fees for illiquid investments, such as private equity and infrastructure, appear to be much stickier – just as the assets are....

Infrastructure debt in a portfolio context – A first exploration

We explore the added value of infrastructure debt in a portfolio context. Does it have an attractive risk-return trade-off and can it offer diversification potential in a fixed income portfolio of a pension fund or insurance company?