Gold as a Risk Mitigator Fixed Income & Credit, Private & Alternative Markets Gold is unlike any commodity and institutional investors increasingly recognise the precious metal’s potential as a risk management asset, the World Gold Council says. Read More
The Rise of Alt Property Private & Alternative Markets, Real Estate Alternative property types have become mainstream asset classes in the US and real assets investment firm PATRIZIA expects a similar trend to now unfold in Europe. We speak to Mahdi Mokrane to gain a deeper understanding of the drivers behind this trend. Read More
AustralianSuper and the Energy Transition Asset Owners, ESG, Infrastructure, Private & Alternative Markets The Energy Transition offers much more than investing just in renewable energy, AustralianSuper says. And with the Green New Deal taking off in the US, the fund is now forging ahead with establishing a New York office to capitalise on these opportunities. Read More
POBA Turns to Alternatives Asset Owners, Chief Investment Officers, Private & Alternative Markets Recognising that traditional asset classes were insufficient to meet Korean pensions fund POBA’s objectives, CIO Dong-Hun Jang turned to alternatives. These assets now make up two thirds of the fund and he has plans for a further increase, Jang tells Dan Purves. Read More
Ports Surprise During the Pandemic Private & Alternative Markets The coronavirus pandemic wreaked havoc among airport assets, but it wasn’t all bad for infrastructure holdings, AustralianSuper says. Ports, for example, held up surprisingly well. Read More
The Future of Chinese Private Equity Emerging Markets, Private & Alternative Markets The Chinese private equity (PE) market is at an inflection point after more than a decade of rapid growth. Dan Purves speaks to Cambridge Associates’ Vish Ramaswami about what the next 10 years might look like. From an asset owner’s perspective, 10 years ago, there were relatively few managers available and most employed a generalist […] Read More
IOOF Eyes More Alt Co-investments Asset Owners, Private & Alternative Markets IOOF wants to expand the number of co-investments it makes in the alternative asset space, as the fund is looking to gain greater control over its investments at a more efficient price point, IOOF’s Head of Alternatives says. Read More
Many Opportunities in Alt Credit Fixed Income & Credit, Private & Alternative Markets Despite the pandemic, distressed debt is not the main opportunity in the alternative credit sector, Willis Towers Watson argues. Read More
Evolving Liquid Alternatives Factors, Quant & Systematic, Financial Crisis, Private & Alternative Markets Not all systematic strategies are created equal. LGT Capital Partners’ Antonio Ferrer discusses how to adjust these instruments to help protect against equity drawdowns over the long term, while also establishing a framework to ensure investors don’t miss out on opportunities in times of stress. Read More
