- White papers
ISA Briefing: Elections everywhere, all at once: Geopolitics and risk
Roughly 60% of the world’s population lives in countries facing major elections in 2024, markets representing 65% of the institutional investable real estate universe. Elections are, of course, the cornerstone of the democratic process, which in turn underpins the appeal of the most transparent, investable markets; that said, elections come with the possibility of policy changes that may impact returns. Today’s geopolitical risks, whether they be this continuing election super-cycle (see LaSalle Macro Quarterly, or LMQ, page 4), or the various ongoing conflicts and trade disruptions, prompt important questions about how to manage investment risks related to these themes.
- Asset Manager News
Hines Announces Jones Day As First Office Tenant At South Station Tower
The Global Law Firm Will Relocate Its Boston Office to the Best-In-Class 51-Story Mixed-Use Tower Situated Over Boston’s Most Connected and Active Transit Hub
- White papers
M&A Renaissance. Exploring Fixed Income Opportunities
M&A activity, which is growing among IG and HY issuers, is driven by expectations of lower funding costs and a weak macroeconomic environment. This trend, which is set to strengthen, generates investment opportunities in new bond issues, often priced at a discount, to be evaluated with rigorous analysis to select the most promising opportunities.
- White papers
It’s ‘Show Me’ Time
Seventy days into the new U.S. administration, we are beginning to accrue enough hard data to correct or confirm the pessimism of recent soft data.
- White papers
The Endowment Model Reimagined
The endowment model defined the “art” of portfolio management, but now it needs to adopt the latest “science.”
- Podcast
It’s April: Time to Talk Taxes
As individuals and businesses navigate an increasingly complex financial landscape, tax strategies have become more critical than ever. With evolving regulations, potential legislative changes, and the importance of optimizing for long-term planning, effective tax management is taking center stage. But what opportunities can investors look out for amid this volatility? And how can investors use tools like tax-loss harvesting and direct indexing to maximize their portfolios?
- White papers
Making America’s Chip Fabs Great Again
As national security threats mount, the U.S. aims to revive production of complex computer chips, creating potential opportunities all along the semi supply chain.
- White papers
The Storm Before the Calm
The first weeks of the new U.S. administration have been disruptive, but we think sentiment can improve as its focus shifts from trade to tax cuts and deregulation.
- Save articleNews
TPR ‘right’ to hold professional trustees to account as it extends regulatory oversight
The UK regulator’s market oversight team will establish ongoing supervisory relationships with professional trustee firms
- Save articleNews
Managers launch platform to harmonise assessment of climate solutions’ impact
Platform calculates avoided emission factors for 65 climate solutions across eight sectors
- Save articleNews
Aberdeen takes on pension policies worth £3bn from Phoenix Life
The transfer relates to a specific book of business, which includes UK DB and DC pension funds, as well as UK Local Government Pension Schemes
- Save articleNews
People moves: CEO and multi-asset CIO for Newton IM to step down
Plus: Rothesay picks non-exec director; The People’s Pension adds to board
- Asset Manager News
Hines Sees Opportunities in a Transformed Global Living Sector
Hines, has released a new paper, “Global Living Reimagined.” The study reveals a global housing supply shortage and affordability crisis. According to Hines’ proprietary research, the global housing market would need a net 6.5 million housing units to meet current demand across a group of key developed economies.
- White papers
Market Valuation of Climate Patents: What are the Most Valuable Innovations?
This paper analyzes the market valuation of climate innovations through a detailed examination of patent data. We explore the relationship between Tobin’s Q —a measure of firm valuation— and the stock of patents across various climate technology categories.
- People News
Tom Herrschaft to Become New Head of Real Estate Management at GARBE Industrial Real Estate
GARBE Industrial Real Estate GmbH (“GARBE”), one of the leading developers, providers and managers of logistics and light industrial assets in Germany and elsewhere in Europe, is strengthening its executive team by appointing Tom Herrschaft as the new Head of Real Estate Management.
- Save articleNews
APG AM chief vows improvement after ‘below standard’ 2024 returns
The Dutch asset manager’s actively managed concentrated portfolios especially underperformed, posting returns less than half of those of their benchmarks
- Save articleNews
Frankfurt public prosecutor fines DWS after greenwashing investigation
A €25m fine has been issued against DWS Group and DWS Investment
- Save articleNews
SOKA-BAU’s chief investment officer to step down
Gregor Asshoff will leave the German pension fund after almost 10 years
- Save articleNews
Number of funds adopting SDR label stands at just 80, according to Morningstar
New report published on deadline for managers of UK-domiciled funds to comply with SDR rules shows 325 have not adopted labels