Alternatives
Alts Grow Bigger and Bigger in Institutional Portfolios
Some 86% now invest in alternatives, says Nuveen survey.
Tag: Real Estate
Alternatives
Forget Offices, Invest in Life Sciences Real Estate, Report Says
Spaces for pharmaceutical research and medical device development can generate cash flow, as well as offer downside protection, according to Willis Towers Watson.
How Jeffrey Gundlach Gets Ready for Higher Rates
Check out the Bond King’s model portfolio designed to hedge against inflation and—oh, yeah—deflation, too.
Alternatives
Real Estate Offers Opportunities for Private Market Investors in 2021
Mercer says investors should increase their risk appetite and consider allocating to real estate this year.
Alternatives
CPPIB Invests $650 Million in Real Estate, Renewable Energy
Canadian pension giant targets US multifamily and European wind farm investments.
Pensions
National Pension Service of Korea Wagers Offices, Hotels Will Recover
The world’s third largest pension fund placed a $1 billion bet on public global real estate with asset manager Russell Investments.
Exclusive: Life After Carnegie — Alisa Mall Heads to Health Care
The former senior investment director talks about that mass exodus, and her next career moves into biotech venture capital.
Market Moves
How Ken Griffin Is Up 20% This Year
The hedge fund mogul bought bargains during the winter market crash, and they have delivered since.
How Did Alts, a Jumble of Different Things, Get So Popular?
In a time of LDI and other de-risking, they seem less risky than stocks, yet offer decent returns.
Asset Allocation
Brunel Hits Carbon Intensity Target, Varma’s Real Estate to Be Carbon Free by 2030
European funds with a combined $87.2 billion in assets look to reduce their carbon footprints.
Market Moves
Schwarzman Dodges Bullet: Boosts Warehouses, Dumps Hotels, Malls
His Blackstone Group’s real estate arm manages to avoid bad trends and embrace good ones.
Alternatives
Alternative Investors Target Health Care, Logistics, Shun Real Estate
Managers see short-term disruption from pandemic but are optimistic about the long term.
Market Moves
Sam Zell: Nice Distressed Real Estate Bargains Are Ahead
The Grave Dancer says virus shock will scar Americans’ psyches, but should benefit bargain hunters like him.
Asset Allocation
Institutional Investors to Reduce Real Estate Investments in 2020
Pension funds, endowments, foundations plan to cut property commitments by 11%.
Alternatives
OP-ED: Getting Ahead of Structural Change After the Chaos
Shifts to consider when planning future investments.