PIMCO Sees Opportunity in Hotel Assets Real Estate Retail and hotels have been some of the most heavily affected commercial real estate assets during the pandemic. But whereas retail looks structurally challenged, the downturn in hotels has provided an opportunity, PIMCO says. Read More
MAS: Walking the Talk Asset Owners, ESG, Risk and Regulation Dan Purves speaks with Rui Xiong Kee, Executive Director of the Reserve Management Department at MAS about how climate change might affect the portfolio. Read More
Stress testing and COVID 19 MarketFox, Opinion, Risk and Regulation Marketfox Columnist Daniel Grioli examines whether stress testing helped in navigating the fallout of the coronavirus pandemic and whether there is a better way of dealing with such events. Read More
Aware Super Eyes European Office Asset Owners, Chief Investment Officers Aware Super is planning to open offshore investment offices, most likely in Europe, as it homes in on private assets. Read More
Aware Super Appoints Deputy CIO Asset Owners Aware Super has promoted Damien Webb to Deputy CIO, as the fund expects to double the size of the investment team over the next five years. Read More
The Unexpected Benefits of Internalisation Asset Allocation & Strategy, Asset Owners, Chief Investment Officers AustralianSuper’s Mark Delaney looks back on almost 10 years of internalisation and identifies some unexpected benefits. Read More
Cbus Mulls Higher Asia Tilt Emerging Markets, Equities, Women in Finance After more formally splitting out emerging markets from its global equities portfolio, Cbus is now considering whether it would benefit from a larger tilt towards Asia, which could incorporate a dedicated China exposure. Read More
BlackRock and The Meaning of Long Term Asset Allocation & Strategy, Private & Alternative Markets Since the launch of BlackRock’s Long Term Private Capital in 2019, the team has made a series of key investments. We caught up with André Bourbonnais to talk about the investment strategy and what his definition of long term investing is. Read More
Liability-matching Increasingly Difficult Insurance Insurers are facing increasing difficulties in running liability-matched investment strategies, according to Frontier. In the current low yield environment, insurers are better off to look for further diversification, including in unlisted assets. Read More
