Commentaries & Reports

Company Publication

Real Assets - The new Mainstream

Real Assets - From niche to core

In our view, real assets will evolve eventually into a mainstream asset class and become an indispensable necessity in …

Insight

Why Asia’s wood production deficit is driving the value of timberland investments

In this research paper, the International Woodland Company (IWC) analyses the effects of Asia’s demand for wood on …

Why should global investors care about Asia? This article looks to answer this question based on a simple example of …

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Company Publication 05/01/2015 Real Assets - The new Mainstream name, Co-Founder, Chief Investment Officer, Member of the Quant Board 2.0 MB
Insight 24/09/2014 Factor Premia name, Member of the Quant Board , name, Head of Strategies and Portfolio Management | Quant Team 634 kB
Insight 09/05/2014 Why Asia’s wood production deficit is driving the value … 1.0 MB
Manager Commentary 11/04/2014 Genuine diversification can only be achieved with asset … name, Head of Strategies and Portfolio Management | Quant Team 178 kB
Manager Commentary 01/04/2014 Australian dairy industry offers attractive … name, Group Head of Farm Investments 90 kB
Manager Commentary 06/02/2014 2014 will be a challenging year for fixed income investors name, Head of Strategies and Portfolio Management | Quant Team 78 kB
Manager Commentary 22/11/2013 Bringing diversification benefits & reliable cashflows name, Head of Timber Investments 57 kB
Company Publication 02/10/2013 Video: Dennis Meadows, Club of Rome conference Bucharest … name, Member of the Advisory Board
Company Publication 30/09/2013 Aquila Capital real assets at a glance (PDF)
Manager Commentary 20/06/2013 Investment criteria for hydropower investment name, Co-Head of Hydro Investments 72 kB
Manager Commentary 10/06/2013 Co-investing with farmers name, Group Head of Farm Investments 49 kB
Manager Commentary 22/04/2013 The investment case for photovoltaics continues to be … name, Head of Solar & Wind Investments 35 kB
Manager Commentary 13/03/2013 Agriculture needs private investments name, Group Head of Farm Investments 124 kB
Insight 30/08/2012 To bond or not to bond, that is the question name, Member of the Quant Board , name, Head of Strategies and Portfolio Management | Quant Team 579 kB
Manager Commentary 14/06/2012 Video: Detlef Schön, Farming name, Group Head of Farm Investments

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