Prabhat Ojha’s Post

"There are two glaring misconceptions when it comes to alternative investments. Firstly, that people think they’ll be inundated with juicy returns, and secondly that they are only for the ultra-high net worth." Brendan White, Investment Strategist at Janiczek Wealth Management. I completely agree, in my experience, there are two kinds of alternatives, those built with the return as a priority and those built with securitization and risk management as a priority. The latter should be utilized by every serious investor to diversify their holdings and accelerate their investment objectives without sacrificing growth. https://lnkd.in/g29NxQyZ

Sound Shore Management’s investment team discusses the evolution of the Firm, its disciplined fundamental value strategy and how focus and a contrarian mindset have been keys to their long-term success as an extension of their clients’ investment office. Click the link below to view. https://lnkd.in/dMxp3gJh #valueinvesting #soundshorefund #investmentfunds #institutionalinvestors

Article: You Can Outperform 88% of Professional Fund Managers by Using This Simple Investment Strategy

Over the recent years I have been regularly asked to define #innovation in the context of #realestate. There are three layers of innovation in our industry: - corporate (often referred as digital) transformation, - regeneration of spaces, or placemaking, - industry-wide reorganisation. The latter is most disruptive leading to a tectonic shift in the industry. The inflation shock of 2022-3 driving up interest rates was the final nail in the coffin for the old real estate business model already challenged enough by COVID’s impact on choosy occupiers, shorter leases, sustainability regulations and increasing operational complexity. Today, we are announcing OPREIM - a business that is betting on a new and increasingly powerful group of the real estate ecosystem - the real estate operator entrepreneurs. In this model, we recognise that real estate has become a B2C industry, where #occupiers are represented by #operators. Operators control demand for space and by doing so they control the asset base. This represents the biggest challenge the real estate investment managers faced for decades. On this very topic we are launching today a report co-authored by Andrew Baum and me: The Future of Real Estate Investment Management. Huge thanks to Andrew Allen, Peter Ferrari, Gregory Flash, Achal Gandhi, Natalia Kolotneva, and Josh Panknin for their contributions and feedback. I would be delighted to further discuss this in comments!

Very interesting paper on the future of the real estate industry

With global uncertainty creating challenging investment environments, investors are looking for alternative sources of investment returns. Nimisha Bhawan, Head of Investment Advisory at Alexforbes Investments, makes a case for private markets and how including them in investment strategies can benefit investors. Read the article here: https://bit.ly/3HLXo45

Our Investment Committee comprises seasoned wealth professionals and analysts who regularly meet to review investment policies, including economic, asset allocation, and portfolio construction strategies. Do you know what our Investment Committee looks at during a meeting, why Synergy has an investment committee, how investment management ties in with planning, or who is part of that meeting? Watch our 'Get to Know Our Investment Committee' video to find out more. https://lnkd.in/eNQgG995

I recommend reading the report that Valentina Shegoyan has put together with Andrew Baum (see the end of Valentina's post below): lots of food for thought as we all try to discern the way out of the current real estate gloom!

Do you want to know more about #systematic #bond #investing? #Systematic vs. #Fundamental bond investment processes juxtaposed. Does your manager understand the long-term determinants of SA bond performance? Do they understand the key drivers of trend, or are they spending disproportionate amounts of time on idiosyncratic volatility?

https://ro-be.co/z5a3wa4e Robeco's new investment strategy: A more Flexible approach to #multi-asset investing.