Real asset investors continue to favour environmental, social and governance factors, especially sustainability in real estate, according to Aviva Investors’ Real Assets Study 2024.
Despite their inflation protection and diversification qualities, real assets’ vulnerability to sustained high interest rates is the top concern for most investors according to the Aviva Investors’ Real Assets Study 2024.
The economic climate has aligned for infrastructure, and mid-market assets offer diversification and inflation protection, as well as growth opportunities in key mega-trends, says PATRIZIA's Justin Webb.
Janus Henderson’s David Whitehair looks ahead to the DC market in 2023
Increased investment in renewable energy ‘critical’ to diversification strategy
Brett S. Kozlowski, CFA, fixed income portfolio manager at Putnam Investments, explains the diversification advantages of securitised debt.
Jon Cunliffe looks at why asset allocation is about to get a lot more important and a lot more difficult
While credit is currently looking expensive Sorca Kelly-Scholte believes it still has a role to play in pension scheme portfolios
Nikesh Patel discusses the perils of over diversification in scheme portfolios
Vince Childers thinks DC schemes should take a look at real assets.