AST 3 Global Real Estate
Quarterly Portfolio Review and Outlook August 2022
Portfolio review/outlook ÃÛ¶¹ÊÓƵ AST3 Global Real Estate August 2022
Portfolio review/outlook ÃÛ¶¹ÊÓƵ AST3 Global Real Estate August 2022
Program
Program
You will receive an overview of the portfolio structure and performance development as well as our assessment of developments in the global real estate market.
Speakers
Speakers
Paul Guest, Portfolio Manager (E)
Fergus Hicks, Research (E)
Moderation
Moderation
Andreas Keller, Institutional Client Coverage Switzerland
Presentation
Presentation
AST 3 GRE Portfolio Review and Outlook August 2022
Subscription (in German)
Subscription (in German)
Subscription application
Investment solution
Investment solution
- Steering through market uncertainty
- Trump has constraints
- Unified Global Alternatives – Hedge Fund Bulletin
- Taking action!
- Any port in a storm: China’s maritime dominance and section 301
- UK commercial real estate yields
- The office renaissance
- When new energy meets old wires
- Top ETF misconceptions debunked
- The power of equal weighted investing
- Real Estate Outlook – Switzerland, Edition 1H25
- Making diversification great again
- If you want peace
- TRTPM monthly blog – Edition March 2025
- The expanding opportunity set
- O’Connor Global Multi-Strategy Alpha Monthly Letter
- O’Connor Global Multi-Strategy Alpha Monthly Letter
- The cascade effect of DeepSeek
- Unified Global Alternatives – Hedge Fund Bulletin
- Harnessing climate data
- Webinar with Bin Shi – From pessimism to prosperity
- AI and datacenters: A new source of electricity demand
- Adapting to economic trends in real estate
- Income with dividends and option premiums
- Scaling SDG investing
- The Bitter Squeeze: Orange Juice Futures Collapse Under Tariff Pressure
- How to turn Chinese consumption around
- Navigating real estate cycles
- Navigating fixed income in 2025: Key trends and insights
- Opportunities in UK commercial real estate
- The strategic and tactical case for loans
- Go against the tide, or with the flow?
- Commodities Spotlight
- American ‘Un’-exceptionalism?
- TRTPM monthly blog – Edition February 2025
- Green footprints?
- Unified Global Alternatives – Hedge Funds Bulletin
- Private Credit – current dynamics shaping markets
- Beneath the surface: market structure considerations for syndicated loans
- O’Connor Global Multi-Strategy Alpha Monthly Letter
- Asia credit market on the recovery path
- Background screening: Unmasking a hidden threat
- UK commercial real estate recovery
- A sustainable future for commodity index investing?
- Evolving diversification: New asset allocation approaches for insurers
- Navigating tariffs
- Strategy Outlook
- Diversifying private credit portfolios: beyond traditional metrics
- HFS Bulletin
- How Chinese companies craft their own future
- Common sense and trade war sensibility
- Key takeaways from COP29
- Known unknowns of infrastructure investments
- Will US bond markets outperform Europe and China in 2025?
- Top 10 questions on real estate markets for 2025
- 2025 Fixed Income Default Study
- O’Connor Global Multi-Strategy Alpha Monthly Letter
- Buying bonds
- Reasons for a standalone India allocation in a global portfolio
- The value of vehicles
- A short guide to index selection
- HFS Bulletin
- AI-enabled robotics and automation
- Swiss economy performs solidly in a turbulent global environment
- CS REF LogisticsPlus celebrates its 10th birthday
- Urban development in Solothurn
- Giessen site: New district in Duebendorf
- Fully leased new-build project completed in Crissier
- 198 micro-apartments are being built near Geneva
- «VIVO» - a new neighborhood has come alive in Aesch
- Revitalization of the former «Ledergerber» house
- Exemplary commercial property completed in Studen
- Icono high-rise project: 155 new rental apartments in Olten
- Europe Real Estate Outlook – Edition December 2024
- The Trump effect – Webinar
- The Red Thread – Diversification edition – Webinar
- Real Estate: The Red Thread – Private Markets
- Infrastructure: The Red Thread – Private Markets
- Food and agriculture: The Red Thread – Private Markets
- Private equity: The Red Thread – Private Markets
- Private credit: The Red Thread – Private Markets
- US Real Estate Outlook – Edition December 2024
- APAC Real Estate Outlook – Edition December 2024
- Switzerland Real Estate Outlook – Edition December 2024
- Global Real Estate Outlook – Edition December 2024
- Private equity: Edition December 2024
- Infrastructure 2025 Outlook
- Can anything stop US exceptionalism?
- How to consider playing the China wildcard
- A chimeric transformation in real estate and life sciences
- O’Connor Global Multi-Strategy Alpha Monthly Letter
- Trumponomics and European real estate
- HFS Bulletin
- A brief history of diversification
- The non-linearity of diversification
- Needles in haystacks
- The beauty of indexing
- Diversifying the diversifier
- The evolving role of private equity in diversified portfolios
- Comparative & competitive advantages
Related insights
- Steering through market uncertainty
- TRTPM monthly blog – Edition April 2025
- Taking action!
- UK commercial real estate yields
- The office renaissance
- Real Estate Outlook – Switzerland, Edition 1H25
- If you want peace
- TRTPM monthly blog – Edition March 2025
- Harnessing climate data
- Adapting to economic trends in real estate