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.
Dan Purves speaks with Rui Xiong Kee, Executive Director of the Reserve Management Department at MAS about how climate change might affect the portfolio.
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.
Aware Super is planning to open offshore investment offices, most likely in Europe, as it homes in on private assets.
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.
AustralianSuper’s Mark Delaney looks back on almost 10 years of internalisation and identifies some unexpected benefits.
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.
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.
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.