While Latin American economies and local investment portfolios have prospered during recent years of financial turmoil, global events may catch up with the region. Our most recent Vision Focus paper, “Portfolios Risk and Inflation: Challenges for Latin American Investors” examines how Latin American institutional investors are protecting their investments with event-sensitive portfolio construction and risk diversification.
Real estate is evolving fast as increased global investment opportunities emerge. Property prices in key markets have begun a tentative upswing that may offer scope for capital gain. There is also evidence of rental growth in some locations, which has had a positive effect on capital values. However, as the effects of the global financial crisis continue to be felt, investors are demanding greater control over their investments. This paper examines the opportunities and challenges facing institutional investors, as well as favoured strategies in the current market.
As increased global investment opportunities emerge in the wake of the financial crisis, real estate funds are changing rapidly. Fund managers will need to establish a new operating model. This report considers how fund managers are adopting new approaches to address the demands of investors and regulators, and position themselves for the significant opportunities ahead of them.
The head of China’s $400 billion sovereign wealth fund has offered in principle support for injecting money into the struggling Eurozone but notes any commitment of funds must be an investment rather than a political decision. (more…)
Chris Taylor, the boss of Hermes Real Estate, part of the Hermes boutique manager suite and owned by the BT Pension Scheme, says pension funds looking to diversify into real estate away from their home markets should be aware of implementation risks. (more…)
On Wednesday last week (November 2) the UK Government set out an offer – widely regarded as generous – to workers on public service pensions. However, unions still plan to go ahead with a “day of action” on November 30 – considered to be the widest industrial action in the country since the 1920s. (more…)