Should investors fear an erosion of the illiquidity premium?
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
Our newsletter provides the latest news and views impacting public funds.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Analysis of Italy's highly volatile political environment, and the possible implications for the markets