Commentaries & Reports

Company Publication

White Paper "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 …

Company Publication

White Paper "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 …

Insight 28/10/2016 Insight - Added value through cooperation models Ingmar Helmke, Investment Manager I Special Infrastructure Team 3.8 MB
Info Graphic 11/08/2016 Insitutional investors's view on the european real … Rolf Zarnekow, Head | Real Estate 234 kB
Company Publication 29/07/2016 Newsletter: Real Asset Insight 2/2016 Dr. Dieter Rentsch, Co-Founder & Speaker of the Board of Aquila Capital Concepts GmbH 327 kB
Insight 20/06/2016 Impression timber investment Nils von Schmidt, Head | Farm & Forest Investments
Company Publication 15/02/2016 Newsletter: Real Asset Insight Dr. Dieter Rentsch, Co-Founder & Speaker of the Board of Aquila Capital Concepts GmbH 618 kB
Company Publication 15/12/2015 White Paper "Real Assets - Investments in Timberland" Dr. Dieter Rentsch, Co-Founder & Speaker of the Board of Aquila Capital Concepts GmbH 1.3 MB
Insight 10/07/2015 Risk Parity Research - Tactical Overlay, leaving the … Quant Team, Fund Management 141 kB
Company Publication 29/06/2015 White Paper "Real Assets - Investments in Hydropower" Dr. Dieter Rentsch, Co-Founder & Speaker of the Board of Aquila Capital Concepts GmbH 1.5 MB
Insight 04/03/2015 Risk Parity Research - Factor Premia Quant Team, Fund Management 646 kB
Insight 13/01/2015 Risk Parity Research - Crash Protection (RMS) Quant Team, Fund Management 98 kB
Company Publication 05/01/2015 White Paper "Real Assets - The new Mainstream" Dr. Dieter Rentsch, Co-Founder & Speaker of the Board of Aquila Capital Concepts GmbH 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 … Dr. Torsten von Bartenwerffer, Head of Strategies and Portfolio Management | Quant Team 178 kB
Manager Commentary 01/04/2014 Australian dairy industry offers attractive … 90 kB
Manager Commentary 06/02/2014 2014 will be a challenging year for fixed income investors Dr. Torsten von Bartenwerffer, 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 … Prof. Dr. Dennis Meadows, Member of the Advisory Board
Manager Commentary 20/06/2013 Investment criteria for hydropower investment Jan Erik Schulien, Lead Investment Team | Hydro Investments
Manager Commentary 10/06/2013 Co-investing with farmers 49 kB
Manager Commentary 22/04/2013 The investment case for photovoltaics continues to be … Boris Beltermann, Head | Solar & Wind 35 kB
Manager Commentary 13/03/2013 Agriculture needs private investments 124 kB
Insight 30/08/2012 To bond or not to bond, that is the question Harold Heuschmidt, Member of the Quant Board , Dr. Torsten von Bartenwerffer, Head of Strategies and Portfolio Management | Quant Team 579 kB
Manager Commentary 14/06/2012 Video: Detlef Schön, Farming

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