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 …

Insight

Real Assets - Investments in Hydropower

Please find here some important aspects of investing in hydropower

Renewable energy investments represent a significant subset of the infrastructure sector. Photovoltaic and wind power …

Company Publication 15/12/2015 Whitepaper "Real Assets - Investments in Timberland" 1.3 MB
Insight 10/07/2015 Risk Parity Research - Tactical Overlay, leaving the … name, Fund Management 141 kB
Insight 29/06/2015 Real Assets - Investments in Hydropower name, Co-Founder, Chief Investment Officer, Member of the Quant Board 1.5 MB
Insight 04/03/2015 Risk Parity Research - Factor Premia name, Fund Management 646 kB
Insight 13/01/2015 Risk Parity Research - Crash Protection (RMS) name, Fund Management 98 kB
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 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, Chairman Aquila Capital Farms 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 57 kB
Company Publication 02/10/2013 Video: Dennis Meadows, Club of Rome conference Bucharest … name, Member of the Advisory Board
Manager Commentary 20/06/2013 Investment criteria for hydropower investment name, Head of Hydro Investments
Manager Commentary 10/06/2013 Co-investing with farmers name, Chairman Aquila Capital Farms 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, Chairman Aquila Capital Farms 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, Chairman Aquila Capital Farms

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