Wealthy investors return to Asian property as retail, tourism climbHugo Cox1 day agoHas the retail property market finally bottomed out? Investor flows and industry experts suggest the sector could be set for a comeback.
How Dutch pension PME used ESG to drive bond outperformanceHugo Cox4 days agoThe impact-style bond portfolio of the €50 billion Dutch pension fund has bested the index by a significant margin since 2019.
Dutch pension funds dumped Asian equities in 2022Hugo Cox6 days agoThe €1.4 trillion industry offloaded €9 billion in Asian equities, following rising interest rates.
Institutions steer clear of Asian property after rate hikesHugo CoxMay 18, 2023Investors and advisors say that the current stand-off between buyers and sellers is unlikely to end soon.
Institutions assess impact of distressed China property salesHugo CoxMay 16, 2023Rising levels of distressed sales in China’s property sector paint a distorted picture of the sector’s woes, according to investors and advisers.
Asian property allocations slump 50% in Q1, more price cuts likelyHugo CoxMay 14, 2023Allocations to regional real estate halved in the first three months of 2023, with those to China down one-third.
Service providers defend ESG data as asset owners' criticism growsHugo CoxMay 8, 2023Rating providers have defended their efforts to collect meaningful ESG information in the face of criticism by asset owners.
NZ Super pushes sustainable property strategyHugo CoxMay 1, 2023The New Zealand sovereign fund is boosting impact investing and sharpening its focus on converting buildings to reduce their carbon footprint.
Pension fund PGGM warns on dangers of social greenwashingHugo CoxApr 25, 2023A senior ESG executive at the €277 billion Dutch pension fund points to the challenges of measuring the social impact of investments, cautioning against the dangers of exaggerated claims.
Dutch pension PME criticises traditional ESG rating frameworksHugo CoxApr 23, 2023The leading pension fund in the Netherlands says the current practices won’t build long-term sustainable portfolios.
Institutional investors eye property debt as banks pull backHugo CoxApr 18, 2023Recent bank failures have shifted the risk-reward profile of real estate debt, as investors in Asia pile in.
Asset allocators lean into real estate debt, shrug off bank shockwavesHugo CoxApr 5, 2023Higher interest rates and a banking crisis have done little to dent the real estate debt sector. Advisers say watch this space.