Serious investment thinking that doesn’t take itself too seriously.
One of the key issues that asset allocators (particularly Defined Contribution Pension Funds) have wrestled with is how to construct a real estate weighting that combines the...
One of the eternal questions posed in the canon of real estate academic literature is whether specialism pays, and if so, for who? In the case of Principals this would be defined...
This article is part of our Premium Content Stream, a new Property Chronicle initiative to bring you additional high quality analysis of multiple asset classes. It is currently...
This article is part of our Premium Content Stream, a new Property Chronicle initiative to bring you additional high quality analysis of multiple asset classes. It is currently...
We are introducing a new series of monthly reports where we will look at listed real estate strategies, their rationale, and performance. Each month we will combine aggregated performance data with academic evidence . This article provides a flavour of the content and style of these monthly reports.
One of the trickiest aspects of asset management is identifying potential alpha and beta in terms of future company performance. Despite assertions to the contrary, the answer is...