Tackling Inflation Through Real Assets Economics, Private & Alternative Markets, Real Estate Real assets have long been known to form a hedge against inflation and growth shocks. But not all real assets protect to the same degree, and investors now have climate change to worry about, PGIM’s Harsh Parikh says. Read More
We Need To Talk About ESG Editorial, ESG Did a recent speech by HSBC’s Global Head of RI Stuart Kirk provide a glimpse into an inherent hostility towards climate change policies among asset managers, or was it a plea to focus on investments, rather than exclusions? Read More
ART Portfolio Construction post Merger Asset Allocation & Strategy, Asset Owners, Chief Investment Officers In this interview, [i3] Insights speaks with Ian Patrick, Chief Investment Officer of Australian Retirement Trust, about the implications of the recent merger for the fund’s investments and the way it constructs portfolios going forward. Read More
Decarbonisation through Marine Assets ESG, Private & Alternative Markets Investing in marine assets is more akin to investing in infrastructure than in the shipping business, and it can help reduce the overall carbon footprint of a portfolio, Purus Marine’s Julian Proctor says. Read More
Australian Super to Double PE Investment Asset Owners, Private & Alternative Markets AustralianSuper will double the money it currently has invested in private equity over the next two years, as part of a broader strategy to increase its holdings in unlisted assets. Read More
When Risk Parity No Longer Works Asset Allocation & Strategy, Asset Owners While risk parity is a great concept, it doesn’t work in the current environment of low rates, rising inflation and macroeconomic turbulence, PFA CIO says. Read More
Vet Care, Royalties and Private Credit Fixed Income & Credit, Private & Alternative Markets Finding businesses with strong recurring or sticky revenues is key to successful investing in private capital, Northleaf Capital says. Read More
CEFC on Property and Sustainability ESG, Real Estate Approximately 20 per cent of the CEFC’s capital has been invested in property. Florence Chong speaks with Michael Di Russo about the sector’s sustainability credentials Read More
The Future of Listed Infrastructure Infrastructure The most commonly used listed infrastructure benchmarks can differ quite substantially from each other, particularly in sector allocation, but they all share one critical flaw: they reflect economies as they stand today and do not anticipate change. But the future of infrastructure is likely to look very different, Redpoint says. Read More
![Wouter Klijn, Director of Content at the Investment Innovation Institute [i3]](https://i3-invest.com/wp-content/uploads/2018/07/Wouter-Klijn-680-679x430.jpg)
