Private Energy: Deserving a Place
The potential for strong performance and use as a diversifier give private energy investments merit as part of portfolios.
September 2017
Do Real Estate Lending Funds Deserve a Place in Investor Portfolios?
Commercial real estate lending funds represent an opportunity for investors worried about real estate valuations to move up the capital stack yet still earn an attractive return.
September 2017
Will the US Withdrawal from the Paris Climate Accord Boost the Prospects for Investments in Energy?
Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. No. Market forces and technological innovation have been far more impactful on the energy sector than environmental regulations. Investors should maintain exposure to private energy and publicly listed energy equities, rather than view this event as […]
June 2017
Digging In: Assessing the Private Infrastructure Opportunity Today
New private infrastructure fund investors can find value in carefully evaluated managers and strategies, but they should ratchet down return expectations relative to years past.
June 2017
The Financial Performance of Real Assets Impact Investments: Introducing the Timber, Real Estate, and Infrastructure Impact Benchmarks
Within impact investing, real assets investments constitute one of the largest opportunity sets. This report presents findings from our analysis of the financial performance of 55 private real assets impact investing funds across three sectors: timber, real estate, and infrastructure. We find that risk-adjusted market rates of return are achievable in impact investing, but note that as with conventional funds, manager selection is key to success. This report also marks the launch of the real assets impact investing financial performance benchmarks, which will track the performance of impact investing funds across the three sectors of focus and will be maintained and updated on a quarterly basis.
May 2017
Is Now the Time to Invest in Real Assets?
Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. In a word, yes, albeit slowly and selectively. Since the US presidential election, the market appears to be pricing in renewed expectations of growth and inflation, both of which have the potential to positively impact real […]
February 2017