All Real assets articles
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NewsPrivate markets: DC funds plot 'outsized' UK allocations
Master trust providers plan to back the government’s push for greater investment in productive finance with “outsized” domestic allocations, according to research.
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NewsNest branches into timber investing with Campbell mandate
Nest, the UK’s biggest defined contribution master trust, has appointed Campbell Global to manage a dedicated timberland investment mandate.
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NewsUK investors flock to real assets and private markets despite red flags
Analysis: UK investors led the charge to real assets and private markets last year as interest in alternatives remained high, despite warnings that macroeconomic pressures could have a negative impact on certain alternative asset classes.
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NewsUniversities Superannuation Scheme acquires Butlin’s assets
On the go: The £90.8bn Universities Superannuation Scheme has acquired three real estate assets handled by holiday resort operator Butlin’s.
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PodcastsPodcast: Natural capital can improve scheme returns but concerns remain
Podcast: Natural capital can improve scheme returns but trustees should not forget to consider their fiduciary duties of being able to pay pensions in the future and have a defensive investment strategy, argue Alina Donets, portfolio manager at Lombard Odier Investment Managers, and Stuart O’Brien, partner at Sackers.
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NewsAlternative assets could give DC higher returns with no extra risk
Alternative assets could present defined contribution schemes with a means to increase value for members without taking on any extra risk, according to a new report from the Pensions Policy Institute.
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OpinionAre alternatives a good substitute to bonds for pension schemes?
HSBC Asset Management’s Maria Ryan explains why pension schemes are increasingly considering adding alternative assets to their portfolios, and the considerations trustees must take into account when investing in these assets.
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OpinionIs real estate a good inflation hedge for pension schemes?
With inflation hikes presenting an added risk to defined benefit schemes, some assets in the real estate market can provide a protection to the surge in prices, writes Paul Stewart, head of European research and strategy at Barings Real Estate.
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NewsPoor engagement hampers asset managers’ ESG commitments
On the go: Asset managers are not living up to their environmental, social and governance commitments, research from Redington has found, with shortcomings in stewardship and engagement prominent.
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OpinionAre real assets the answer for cash flow negative schemes?
As more schemes think about how to invest for cash flow, real assets appear well placed to fill the space. But how are concerns over liquidity addressed, and what are the latest developments in the infrastructure market? Five experts share their views.
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Opinion
How much risk comes with real asset investing?
How can trustees know the risk characteristics of their real asset investments, and how do property and infrastructure compare? Barry Fowler from Aviva Investors, Anish Butani from bfinance, Vassos Vassou from Dalriada Trustees, Gerald Wellesley from HR Trustees and Danny Vassiliades from Punter Southall discuss.
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OpinionWhat role can property play in a pension fund portfolio?
The ability of property to perform more than one function within an investment portfolio could prove invaluable during slow market growth, says Mercer’s Paul Richards.
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Opinion
How to protect property investment value against rate rises
The Financial Times recently reported UK pension funds selling gilts and corporate bonds and investing in private markets to “protect their portfolios from any widening of spreads in fixed income markets and to benefit from future rises in interest rates”.
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Opinion
How to unlock inflation linkage from long-lease
The long-lease property market is starting to diversify beyond supermarkets, opening up further opportunities for schemes to access inflation linkage through domestic real assets