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In Focus: David Scaysbrook on investment options in the energy transition

David Scaysbrook, managing partner and co-founder of Quinbrook Infrastructure Partners, discusses surprising or overlooked areas of investment for institutional investors, key risks and opportunities arising from the energy transition and how investors can optimize their ESG and financial return objectives through the right manager strategy. (02/2021)

The space economy and how to invest

The next great leap in investing is the space economy, which is on the edge of liftoff, according to Morgan Stanley. Already estimated to be a $350 billion business, the space industry could surge to more than $1 trillion by 2040. The risks to investors? Among them is “space junk.” Sinead O’Sullivan — who has worked for NASA, JPL and MIT — explains. (02/2021)

In Focus: Uma Pattarkine on the ESG case for real assets

Uma Pattarkine, analyst, investment strategy CenterSquare Investment Management, discusses the environmental, social and governance case for real assets, and the future of ESG. (02/2021) To read about how institutional real estate investors across the globe are implementing environmental, social and governance (ESG) principles as part of their overall investment approach, as they embrace the credo of “doing well by doing good in the latest ESG Means Business, Spring 2021, a special report published by Institutional Real Estate, Inc. in cooperation…

The hydrogen energy future and how to invest

The forever distant hydrogen economy is distant no more — it is now investable. But questions still swirl around this opportunity, such as: What advantages hydrogen offers vis-à-vis other renewables? How quickly will the hydrogen economy advance? Where does hydrogen fit into the energy matrix? Which organizations are at the forefront of research and investing? Joining the program are Janet Howard and Taleesha Thorogood of Fasken, a Canada-based law firm. (01/2021)

An analysis of the SEC’s new advertising rule

The U.S. Securities and Exchange Commission has approved new rule allowing the use of endorsements and testimonials in advertising, but the new policy is still wrapped in mystery. For some clarity on the issue, we turn to Amy Lynch, a former SEC and FINRA examiner and investigator, who has since founded FrontLine Compliance, a firm that assists private sector companies with their regulatory and compliance issues. (01/2021)

The prospects for a post-pandemic return of inflation and rising interest rates

Is there anything more corrosive to an economy and economic well-being of people than inflation? Yet, after many years of tame inflationary pressure, there are numerous economists forecasting the return of inflation based on multiple factors, such as central banks quantitative easing campaign and the printing of money, as well as the inevitable financial rebound coming out of the economic repression of the coronavirus pandemic and partial economic lockdown. Joining the program to assess the situation is economist Christopher Thornberg,…

The outlook for public REITs and their place in investment portfolios

It has been a rough year for some publicly traded REITs — depending on property type — and real estate generally. But how will they perform going forward and which property types will outperform versus underperform? We take those and other questions to Abby McCarthy, senior vice president of investment affairs at Nareit, and Jim Clark, client portfolio manager for Nuveen’s real estate securities. (01/2021)

Data centers move from real estate niche to center stage

It would be difficult to cite a real estate niche that has garnered more interest and performed better than data centers. But our guests, Casey Miller and Todd Kellenberger of Principal Real Estate Investors, argue that data centers have now moved from a niche real estate play to center stage in real estate portfolios. They join the program to make their case. (01/2021)

Inside the Edition: Mike LaMena, CEO of Wealthspire Advisors

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Mike LaMena, CEO of Wealthspire Advisors. LaMena’s cover profile appears in the January 2021 edition of Real Assets Adviser. (12/2020)

Family offices and real estate investing

What happens when you set real estate investing to baseball metaphors and musical references? An interview with Deadhead and real estate executive Ken Munkacy, managing director at Kingbird Investment Management. (12/2020)

What to take into account while constructing 2021 real assets portfolios

After researching 200 asset classes and more than a dozen currencies, the team at J.P. Morgan Asset Management has published its 25th annual Long-Term Capital Market Assumptions report, which has plenty to say about the outlook for real assets. To review the organization’s conclusions for 2021, we are joined by Pulkit Sharma, global head of alternatives investment strategy and solutions at the $150 billion alternatives division for the famed Wall Street bank. (12/2020)

Next-generation infrastructure investing

What defines next-generation infrastructure investing? How does it differ from current infrastructure investing? What types of infrastructure are ripe for private investment? Two Brookfield Asset Management executives — Rob Bellinski, infrastructure investment specialist and senior analyst, and Leonardo Anguiano, managing director and portfolio manager — join the program to illuminate. (12/2020)
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