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Allocations

Head of real assets Subahoo Chordia says low returns from traditional asset classes have put investors ‘on the journey to looking at alternatives’.
There are fewer underallocated investors to the asset class now than a year ago, according to our Full-Year 2023 Investor Report.
An increased 7% infra allocation and a new mandate will make APG’s commitment to the energy transition even clearer, says asset class chief Jan-Willem Ruisbroek.
With a vote set for early 2024, Macquarie will have a five-year window to sell the fund’s assets, should it be approved.
View of Sydney Harbour
CIO Ian Patrick said funds running a hybrid model with minimal investment internalisation ‘don’t have quite the same need for a global footprint’ as others pursuing direct investments.
Head of private markets Adil Manzoor talks us through the pension’s shifting infra strategy and why it’s in ‘risk-off mode’.
Market volatility may have increased denominator effect concerns in recent months but infrastructure allocations are still trailing targets.
The Infrastructure Fund is facing a large redemption queue as merging Australian superfunds seek to rebalance portfolios.
Prime Super CEO Lachlan Baird is positive on infrastructure, with the superfund adding two more wind farms to its growing portfolio.
Senior portfolio manager Marco van der Geugten shares how MN’s low-risk, low-fees core strategy led to the creation of a new fund.
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