Has the retail property market finally bottomed out? Investor flows and industry experts suggest the sector could be set for a comeback.
Hugo Cox
The impact-style bond portfolio of the €50 billion Dutch pension fund has bested the index by a significant margin since 2019.
The €1.4 trillion industry offloaded €9 billion in Asian equities, following rising interest rates.
Investors and advisors say that the current stand-off between buyers and sellers is unlikely to end soon.
Rising levels of distressed sales in China’s property sector paint a distorted picture of the sector’s woes, according to investors and advisers.
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Allocations to regional real estate halved in the first three months of 2023, with those to China down one-third.
Rating providers have defended their efforts to collect meaningful ESG information in the face of criticism by asset owners.
The New Zealand sovereign fund is boosting impact investing and sharpening its focus on converting buildings to reduce their carbon footprint.
A 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.
The leading pension fund in the Netherlands says the current practices won’t build long-term sustainable portfolios.
Recent bank failures have shifted the risk-reward profile of real estate debt, as investors in Asia pile in.
Higher interest rates and a banking crisis have done little to dent the real estate debt sector. Advisers say watch this space.
