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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

LaSalle - China Logistics – Riding the Tide of Economic Rebalancing and the Internet Economy

The Chinese economy is still expanding at a rapid pace relative to other major world economies despite slower growth rates in recent years. LaSalle believes that the strong fundamentals and structural changes that are underway in China have the potential to translate into a favorable risk-adjusted return profile for opportunistic investing in the logistics sector. 

Company: LaSalle
Date added: 15-05-2017
Sector: Real Assets

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CBRE - Global and Emerging Logistics Hubs

Over the past 35 years, global trade has increased by nearly 600%, propelling the growth of logistics hubs in virtually every country around the world.

These hubs are connected via hub-and-spoke systems centered around 30 global logistics hubs—including the likes of Los Angeles, Chicago, Hong Kong, Tokyo, London and Paris—that form the backbone of today’s global supply chain.

However, as emerging markets grow and new centers of production materialize, 20 emerging markets are on the verge of becoming global logistics hubs over the next decade, including South Florida, Bajio, Busan, Suzhou, Berlin and Amsterdam.

These locations warrant close attention from the marketplace, as logistics hubs are typically home to large clusters of distribution facilities that are highly sought after by major real estate investors and logistics operators.

Company: CBRE
Date added: 28-03-2017
Sector: Real Assets

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CBRE - What is the role of placemaking in the Retail Sector

Very simply, placemaking is an effort to draw people to a place by creating compelling reasons for them to visit.

Company: CBRE
Date added: 28-03-2017
Sector: Real Assets

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TIAA - Commercial real estate and farmland are compatible diversifiers

U.S. commercial property and farmland are real assets that offer diversification for stock-bond portfolios. But their diversifying power is driven by different forces making them diversifiers for each other as well. Property is largely driven by domestic forces while farmland is influenced by global markets largely denominated in dollars.

Company: TIAA
Date added: 21-09-2016
Sector: Real Assets

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UBS Asset Management - Real assets, real expertise (Global ex-UK real estate exposure

Across most real estate markets, the conventional practice for investors has been: (a) invest in their domestic market; and then (b) consider cross border opportunities. Real estate investment has not been exclusively domestic, but there has been a strong home bias for the majority of investors. Real estate markets differ across the globe and are subject to different risks and local practices. With investor expertise typically focused on domestic markets, this forms a deterrent to those wishing to invest beyond their domestic markets, above and beyond the very real concerns around currency risk, transparency, and tax issues.

Company: UBS
Date added: 01-08-2016
Sector: Real Assets

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CMS - Energy Disputes

At CMS, we strive to spend more time looking outward at your world than inward at ours. As a leading and trusted adviser to the energy sector, we aim to give you an advantage today by anticipating your challenges of tomorrow.

Company: CMS
Date added: 28-01-2016
Sector: Real Assets

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CMS - Global construction and engineering specialists: The Middle East & North Africa

We have 59 offices around the world including in the UAE, Oman, Algeria, Turkey and Morocco, providing an extensive offering in MENA.

Company: CMS
Date added: 28-01-2016
Sector: Real Assets

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CMS - Shipping and Maritime

CMS Cameron McKenna has extensive experience advising across the maritime industry, from ferries to fishing boats and from FPSOs to offshore support vessels. As a result, we regularly advise on a wide range of matters within the maritime industry.

We are recognised as a leading and trusted adviser to a wide range of clients within the sector, including the Scottish Government, local authorities, financial institutions, leading national and international private companies and the ‘supermajors’ in the oil and gas market.

Company: CMS
Date added: 28-01-2016
Sector: Real Assets

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CMS - UK Construction & Engineering Team

Our people have excellent experience from working closely both domestically and internationally with governments, developers, contractors, sub-contractors, consultants, banks and financial institutions on all sorts of different projects.

We are able to draw on a team of over 100 people with expertise in all aspects of work in Construction and Engineering. What follows is detail of the core Construction and Engineering team.

Company: CMS
Date added: 28-01-2016
Sector: Real Assets

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CBRE/Clarion - Master Limited Partnerships: Globalization of Energy Markets Leading to Secular Growth

Investment in select Master Limited Partnerships (MLPs) can provide targeted access to the secular growth in U.S. energy export activity.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Real Assets

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CBRE/Clarion - MLPs Key Role in the U.S. Energy Renaissance

Investment in Master Limited Partnerships (MLPs) is an ideal way for investors to participate in the growth of production from U.S. energy resources in the future while collecting an attractive distribution today.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Real Assets

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CBRE/Clarion - MLPs: Impact of Oil Exports on Midstream MLPs

The U.S. produces approximately 9.5 million barrels per day of oil (as of latest EIA data, May 2015). On average in 2012, the U.S. produced 6.5 million barrels of oil per day.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Real Assets

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CBRE/Clarion - MLPs: Oil and Gas Drilling Technology Leads to Efficiency Gains

U.S. producers are responding to lower oil prices by improving effi ciencies and reducing costs.

This should lead to more resilient production and a secular shift to lower marginal production costs in the U.S., and continued production growth over the next few years as oil prices recover to the $65-$75/bbl range. MLPs should benefi t from increased volumes on pipelines and the long-term need for infrastructure investment to support production.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Real Assets

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LGT - How art exemplifies our values

In 2014 and 2015, we undertook a complete renovation of the client area in our Vaduz headquarters, where murals and reproductions of numerous works held in the Princely Collections are now exhibited for our clients to see and enjoy.

We are now delighted to present you with this book, which provides an overview of the works exhibited and of the periods from which they originate.

Company: LGT
Date added: 26-11-2015
Sector: Real Assets

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GMO - Renewable Resources: Timber Investment Overview

Timber investments consist of growing trees and the productive land that supports them. The
trees can be growing in either natural forests or, more typically, plantations. They can be
softwoods (trees with needles such as pine, firs, hemlock, and spruce) or hardwoods (trees with
leaves such as cherry, oak, maple, and eucalyptus). Direct timber investments achieve a return
for investors through cash flow derived from harvesting trees (with some additional forms of
income such as leases) and resale of the asset based on the value of the trees and/or the
underlying land at the time of sale. Timber investments, by their nature, are long-term illiquid
investments which investors generally access through closed-end funds or separate accounts.
Separate accounts typically require a significant minimum investment, but offer investors a
greater measure of control. Open-ended funds and publicly-traded REITs offer more liquidity,
but the performance of public REITs tends to be influenced by capital market trends and other
factors apart from the underlying timber investment.

Company: GMO
Date added: 01-10-2015
Sector: Real Assets

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Harcourt - Vontobel: Art and Expertise

Vontobel’s mission is to protect and build the wealth our clients have entrusted to us over the long term. Specialising in active asset management and tailormade investment solutions, we provide responsible and forward- looking advice. In doing so, we are committed to Swiss quality and performance standards. With their good name, our owner family has stood by these principles for generations

Company: Harcourt
Date added: 01-07-2015
Sector: Real Assets

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