Expert Insights: Susan Kolasa on the diversifying benefits of including direct real estate in target-date funds withion defined contribution plans. Video
A case for private core infrastructure
Investors are beginning to gravitate to global real assets—real estate, infrastructure, transport and natural resources
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Andy Darcy, CEO of J.P. Morgan Asset Management Transportation Assets, talks about the evolving asset class and where he sees the best opportunities in ships, trains, aircraft and more.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.
Using model portfolio analytics, this paper considers the right size, and the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
An Opportune Time to Build Your Strategic Allocation
Article examining the economic effects and investment implications of the US fiscal cliff agreement