The Canada Pension Plan Investment Board is strengthening its partnership with property group Lendlease through an agreement to invest in a new building in south London. The CPPIB is set to invest about £40 million, or 50 per cent of the total investment, with Lendlease supplying the rest. “The fundamentals continue to support the Build-to-Rent […]
While investors may remember playing with LEGO during childhood, it’s unlikely they’ve ever thought to include it in their portfolios. However, LEGO could possess some genuinely attractive defensive properties as an alternative asset class, according to a paper by researchers at the University of Northumbria at Newcastle. “People have been collecting rarities and luxury items […]
Ivanhoé Cambridge, the real estate arm of the Caisse de dépôt et placement du Québec, is acquiring a strategic equity stake in German real estate vehicle, Golden Capital. Focusing on manage-to-core office investments, Golden’s portfolio consists of 39 properties in major German cities. The vehicle is run by asset manager, Lianeo Real Estate. “This investment […]
The Ontario Teachers’ Pension Plan has released its first climate change report. Written following the recommendations of the Financial Stability Board’s task force on climate-related financial disclosure, the report outlined the plan’s governance approach and strategy with regard to climate change. “Climate change is one of the biggest and most daunting challenges facing the world.” […]
While traditionally, balanced portfolios had 60 per cent in stocks and 40 per cent in bonds, about 90 per cent of the risk budget went to equities, said Perry Teperson, vice-president and portfolio manager at Leith Wheeler Investment Counsel Ltd., speaking at the firm’s institutional investor forum. This is where a balanced portfolio 2.0 comes […]
BlackRock survey shows big decrease in cash, equity holdings.
What are real assets for when it comes to portfolio construction?
Real assets held up during the credit crisis—how will they fare post-crisis?