Debt Cost and Decarbonisation Could See Property Sales Real Estate Higher debt servicing costs, stricter rules for energy efficiency and decarbonisation are likely to sway some investors to sell their assets early, according to Mahdi Morkane. Read More
TCorp Tilts into US Multifamily, Aus Logistics Asset Owners, Real Estate TCorp is looking to invest more in global property to increase diversification and more in direct assets to capture an illiquidity premium, Brett Dillon, Head of Property, says in an interview with Florence Chong Read More
Year in Review – 2022 Asset Allocation & Strategy, Editorial Looking back on the year that was, we review which topics resonated most with our readers and podcast listeners Read More
In Search of Diversification Factors, Quant & Systematic, Private & Alternative Markets Diversification has become harder to achieve in an inflationary environment where equities and bonds have become positively correlated. But liquid alternative strategies, such as trend following, macro and market neutral equity, can provide some relief, CFM says Read More
Future Growth at JANA Appointment, Asset Allocation & Strategy, Women in Finance Georgina Dudley has recently taken the reins at JANA as Chief Executive Officer. In this article, we speak to Dudley about her time with the asset consultancy firm and where future growth might come fro Read More
Giving Essential Workers Hope ESG, Real Estate HOPE Housing aims to help essential workers attain a home, while providing asset owners with a socially responsible way of investing in residential property Read More
Managing AustralianSuper’s Growth Asset Owners, In-house Management, Innovation Peter Curtis was appointed to AustralianSuper’s inaugural Chief Operating Officer role in April this year. We speak with Curtis about his additional responsibilities, the fund’s stellar growth and look back on his career of more than 16 years with AustralianSuper. Read More
Prepare for Shorter, Sharper Cycles Asset Owners, Economics Investors should prepare for shorter and more volatile economic cycles and take a true long-term approach, TCorp’s Chief Economist warns. Read More
ART’s Ian Patrick on Internalisation Asset Owners, Chief Investment Officers, In-house Management Australian Retirement Trust CIO Ian Patrick says internalisation of asset management is not on the cards just yet, but leaves the door open to revise the fund’s position on the matter in the future Read More
