For institutional investors thinking about LISTED INFRASTRUCTURE, particularly in light of the still-heated “#FakeInfra” debate, three questions are high on the agenda.
For many years, real estate investment has retained a chronic home bias. Today, international diversification is on the rise. So why are there still so few “global” real estate funds, and what are the options for investors seeking global exposure?
Have enhanced (active) currency overlays outperformed static currency hedging in recent years? Based on our most recent manager analysis the answer appears to be “yes.”
“ESG” certainly wasn’t a buzzword in Japan five years ago. While a recent surge in responsible investment news from the country has raised the profile of this issue, we wondered: are the headlines being mirrored in local equity managers’ engagement practices?
In a rocky round-trip, January saw trend-following and equity-focused strategies soar while February brought sizable losses for many trend-following and short volatility factors.
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