In the eurozone’s current negative interest rate environment, Baring Multi Asset Group’s Christopher Mahon predicts European REITs will emerge as the preferred alternative to government bonds for risk-averse investors.
Both of the main candidates in the United States Presidential election have been talking about increasing spending on infrastructure if they win, and investors could profit by targeting the asset class.
Jupiter has ratcheted up its focus on the alternative investment space with the hire of Magnus Spence to the new role of head of investments, alternatives.
It has proved another difficult year for absolute return, but as the universe expands it has become harder to sift the failing funds from those delivering diversification.
Differences in debt and development are the primary indicators that the UK property crisis of ’09 is not going to repeat itself, said Philip Gadsden of Orchard Street Investment Management.
The European Securities and Markets Authority has published its advice on 12 jurisdictions seeking passporting rights for alternative investment funds (AIFs) giving seven a clear go-ahead with five others getting a qualified approval.
The recent gating of the biggest UK property funds had been on the cards since as early as September last year according to research by Last Word.
True alpha is not generated from single trades, argues Pioneer’s Adam Macnulty, but is the result of a carefully built portfolio of multiple, independent strategies.
Past performance is no guide to blah blah. You have heard it before so when a company like Kames Capital, not known for its hedge fund history, comes along with a brand new, market neutral, long/short strategy it is all about their forward-looking, future views.
Alexander Healy’s logic is fairly straightforward: as trends change, markets change and as markets change, investment opportunities change, therefore identifying the trends and having a diversified investment approach is key.
Property funds seem overnight to have become the least popular asset class at the dance, but many investors have been sneaking out early for some time and not all of them have gone straight home.
Rogier Quirijns, European Real Estate Securities portfolio manager at Cohen & Steers, argues Brexit could provide some attractive buying opportunities in the UK, particularly in the self-storage, logistics, healthcare and student housing arenas.
UK retail investor behaviour post-Brexit reveals growing fears about the prospects for property and UK equity funds and a growing preference for global and Japanese equities, according to analysis by Rplan’s online investment platform.
The gold index has beaten other asset classes this year, but may trend sideways for the rest of the year, according to senior currency strategist at Bank of Singapore Sim Moh Siong.
The current trend of switching to bid pricing is a quick fix that may not provide the best protection for property investors, says Richard Philbin, CIO at Wellian Investment Solutions.
Columbia Threadneedle announced Friday it has decided to switch the pricing basis on its £1.4bn Threadneedle UK Property Authorised Investment Fund (PAIF) and Threadneedle UK Property Authorised Trust from offer to bid.
Several major asset managers have responded to Brexit anxieties and increased redemptions by switching their funds to bid prices, but what does this mean for the wider sector?
Morningstar has fully exited from the property investments in its active managed portfolios, the company said.
Property used to be an alternative investment, a diversifier to equities, bonds and cash but as external influences push investor sentiment further south, it is struggling to even be this.
The death of the 30-year bond bull market that has...
Returns from alternative Ucits funds have been disappointing...
Massive, opportunistic M&A activity doesn’t tend to...
With rising prices for fuel, restaurants and hotel...
Fund Selector Asia compares the BlackRock GF Asian...