Storing Future Profit in Timber Stumps Asset Owners, Infrastructure, Private & Alternative Markets, Women in Finance Historically, timberland has been a Cinderella asset of limited appeal, except to those who appreciated its commercial value. But today, forestry has become a keenly-sought after asset for pension funds as they scramble for investments that could satisfy their overall ESG commitments, Florence Chong writes Read More
Ivanhoe Cambridge Sells Down LOGOS Stake Asset Owners, Real Estate Ivanhoe Cambridge recently decided to sell down its stake in LOGOS Property Group. Florence Chong speaks with George Agethen about the initial motivation to buy the company and Ivanhoe’s plans going forward Read More
Time to Take Risk off the Table Asset Allocation & Strategy, Private Wealth With the steep rise in bond yields in recent months, investors might be able to take some risk off the table, Morgan Stanley’s Alexandre Ventelon says Read More
Climate Investments Need to Quintuple Asset Allocation & Strategy, ESG, Infrastructure Although last year, climate investments matched fossil fuel investments for the first time in history, the level of climate infrastructure investments needs to quintuple to reach net zero by 2050, BlackRock’s Charlie Reid says Last year, for the first time in history, climate infrastructure assets attracted as much capital as new fossil fuel investments. But […] Read More
A Closer Look at Fixed Income Sub Asset Classes Fixed Income & Credit, Opinion In this opinion article, George Lin draws on his extensive experience in fixed income investing and examines the role this asset class plays in portfolio construction Read More
Aware Super Secures Landmark DB Deal Asset Allocation & Strategy, Asset Owners, Innovation In July 2023, Aware Super announced a deal that will offset the current and future liabilities of its defined benefit scheme. In this article, we delve into the making of this landmark transaction Read More
IG Bonds and the Last Rate Hike Fixed Income & Credit Investment grade bonds often produce some of their best performance in the three years after the last rate hike in a cycle. We speak to Capital Group’s Haran Karunakaran about the implications for investors Read More
Not All Funds Are Created Equal Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Leadership & Management, Opinion, Women in Finance Sun Venture’s Serene Tan looks back on years of manager due diligence and distills some key point to look out for Read More
Can ChatGPT Replace Your Investment Team? Editorial, Innovation Can ChatGPT replace human investors? A new study shows that we are getting closer Read More