Real Estate & Infrastructure
Private markets: three ideas for 2023
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.....
European Property Opportunities – affordable residential, logistics and the Nordics
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.....
Commercial real estate investors revisit inflation
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?
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...
Kåpan’s Infrastructure Allocations – Resilient and sustainable
We spoke to Head of Alternatives, Mikael Falck, to discuss Kåpan´s infrastructure strategy and allocations....
Nykredit’s Infrastructure Equity Allocations
NordicInvestor interviewed Ulla Agesen, Head of Alternative Investments and Manager Selection, to identify what Nykredit is seeking from its external infrastructure managers.....
Velliv’s long term infrastructure allocations – stable returns and inflation protection
Head of Alternatives, Christoph Junge, gives us an insight into how the team approaches infrastructure investments and how external managers are selected.....
Coronavirus, Illiquid Valuations and Opportunities
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....
European real estate has shown its resilience over the past four months
However, this is no time for complacency.....argues Simon Wallace, Global Co-Head of Alternatives Research and Strategy, DWS
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....
Yield Pickup from Baltic Property
Deals Break Records, but Liquidity Remains Limited
A Global Approach to Mid-Market Infrastructure
Foraging for Sustainable Growth and Income...
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...
Real Estate and ESG
Green Premia and Brown Discounts.....
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?
Infrastructure, inflation and other risks
The potential for infrastructure investments to protect against inflation is well understood, but there are many important caveats: valuation, revenue risks, weather, safety, and politics....
