Real Assets

Real Assets

Funds hooked on equity and bonds need sophistication in alternatives: Mercer’s Nuzum

The senior investment leader describes the governance challenges as “huge” for funds moving into alternative asset classes because of the complexity and also because of the gap between the best and worst performing general partners and investment managers.

Matthew SmithMarch 10, 2021

Real Assets

Blackstone remains ‘high conviction’ on travel and entertainment assets

While hospitality assets that were convention oriented will probably take longer to recover back to pre-COVID levels, these activities will come back and this mega trend will continue, Blackstone's Kathleen McCarthy says.

Jessica SierMarch 3, 2021

Real Assets

Public-private inefficiencies driving real estate opportunities: AXA

It's the inefficiency inherent in real estate that provides opportunities for investors to take advantage of illiquidity and price discovery at certain inflection points, AXA's Justin Curlow explains.

Jessica SierMarch 3, 2021

Real Assets

Funds look to affordable housing as commercial property faces headwinds

Funds allocating to this area are finding that some forms of social housing investment helps stabilise portfolios as retail and commercial property face uncertainty.

Ben HurleyOctober 14, 2020

Real Assets

Look to alternatives as COVID-19 threatens core real assets

COVID-19 is severely disrupting core, traditional real assets so investors need to increasingly turn to non-GDP exposed assets and alternatives, says Willis Towers Watson’s Dania Zinurova

Ben PowerJuly 6, 2020