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Top Recent Real Assets and Alternatives Papers: Dec 2020

  • ,  Chief Executive |
  • 01 Jan 2021
  • Updated 05 Jan 2021

 Real Assets and Alternatives: An increasing role to play?

The Savvy Investor Content Team has curated a selection of top recent real assets and alternatives investing papers. They cover various aspects of the real assets universe – from real estate to infrastructure to gold investing. Covid-19's long-term impact on the decisions of asset allocators is also examined.

Should you have missed it, the 2020 Savvy Investor Awards were announced on December 7th. The link that appears below the "Savvy Investor Content" sub-heading in the paper list takes you to the Best Real Assets and Alternatives Paper category, where you can view the winning paper by Nuveen, plus the Highly Commended ones too.

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Real Estate Outlook: Global overview (UBS AM, 2020)

UBS AM's Real Estate Outlook paper, written just after the peak of the first Covid-19 wave, identifies and addresses several investor concerns about the likely impact of the pandemic on the real estate sector.

The Relevance of Gold as a Strategic Asset (World Gold Council, 2020)

For compliance reasons, this paper is only accessible in certain geographies

In this paper, the World Gold Council makes the case for seeing gold in a different light - as that of a strategic asset that can play several complementary roles within a portfolio.

Choosing a Physical Gold ETP (WisdomTree, 2020)

For compliance reasons, this paper is only accessible in the UK & Europe

This WisdomTree paper advises investors to thoroughly investigate the type of ETP they seek to use to gain exposure to the gold market. Not all gold ETPs are created equal!

What COVID-19 Revealed About Social Infrastructure (Franklin Templeton, 2020)

For compliance reasons, this paper is only accessible in the EMEA region

This Franklin Templeton paper highlights how the Covid-19 pandemic has exposed acute underinvestment in social infrastructure, particularly in healthcare, affordable housing, and other community-related buildings. It argues that the need for investment in this area, and the growth in impact investing, may draw investment away from the more traditional areas of real estate investment.


Best Real Assets and Alternatives Paper 2020 (Savvy Investor Awards)

The winner of the 2020 Savvy Investor Awards "Real Estate and Alternatives" paper was Nuveen. For more information about their paper, as well as the other Highly Commended papers recognised in the Awards, click on the link above.

Real Assets: In the eye of the storm (Savvy Investor Special Report, 2020)

Savvy Investor's latest Real Assets Special Report highlights the relative resilience of the asset class during the pandemic and notes that in reflationary conditions (more likely as economic recovery takes hold), real assets tend to outperform financial assets.


Commercial Real Estate Outlook 2021 (MetLife Investment Management)

MIM's outlook piece highlights how real estate investors might pick a path through what could be an uneven economic and sector recovery.

Real Assets Study (Aviva Investors, 2020)

For compliance reasons, this paper is only accessible in certain geographies

This July 2020 research study by Aviva Investors covers 1000+ pension funds and insurance companies. It found widespread support for infrastructure, real estate, and private debt. The relative resilience of these assets in the face of fundamental change was a key appeal.

Alternative Investments: Improving portfolio performance (UBS AM, 2020)

This paper from UBS AM takes a look across the world of alternative assets, category by category, and outlines each in terms of expected returns and risk, and shows how investors can integrate them into portfolios.

Perspectives on Today's Real Estate Market: 2021 outlook (Nuveen, Dec 2020)

Nuveen's 2021 outlook paper highlights the opportunity set that currently exists for long term investors in real estate. However, they suggest that non-traditional sectors are likely to outperform and that selectivity within mainstream real estate investments will be key.

2021 Commercial Real Estate Outlook (Deloitte)

Deloitte's 2021 outlook piece surveyed 200 CRE senior executives – owners/operators, developers, brokers, and investors – in 10 countries during the summer of 2020. This report presents the results.