While it is too soon to know the full impact of reform, recent legislative changes are likely to increase global investors’ interest in US REITs and real property, with potential implications for valuations, fund flows, and transactions in 2016 and beyond.
Considering climate factors is an economic risk management and opportunity capitalization issue core to prudent investing for the long term.
This chart book presents representative marketable and hedge fund manager performance for third quarter 2015.
Unit prices have sold off in sympathy with energy-related assets, but higher yields and reasonable fundamentals should translate into strong returns in the long term.
October’s publication summarizes four articles discussing commodity price outlooks and implementation. The first two highlight a bullish case for commodity prices that is supportive to global economic growth, the third suggests that any rebound in commodity prices is unlikely to occur until late next year at the earliest, and the fourth argues investors are more likely to benefit from long-short commodity strategies vs. long-only commodity strategies.
Well-diligenced private investments in a skillfully constructed portfolio are important growth drivers that have helped pension funds deliver superior performance and increased the probability of meeting or exceeding long-term required returns.
Real assets play a variety of roles in a portfolio, including driving growth, generating income, providing diversification, and preserving wealth. Sizing of real assets holdings and the composition of a real assets portfolio should be driven by both investor needs and the intended role of these assets in the portfolio. Generally speaking, portfolios holding real…
Fundamentals and share prices have come under pressure for natural resources equities this year, but we continue to believe they offer strong long-term return prospects.
For value-biased investors, energy master limited partnerships (MLPs) are (somewhat suddenly) more appealing than they have been in several years.
This chart book presents representative marketable and hedge fund manager performance for second quarter 2015.