Capital Innovations Insights

Real Assets - Real Expertise™

Our fund management teams share their views and insights across a range of investments markets and asset classes. Includes fund and market updates, team travel diaries and thought leadership provided to the media. 


February 2017 CNBC Closing Bell "What to buy at all time highs" interview regarding security valuation.


December 2016 CNBC Closing Bell "Saudi Arabia the 100 lb. gorilla in the room" on OPEC cuts. 12/27/16


November 2016 Financial Times "The Trump factor: have markets gotten carried away?" by Nicole Bullock


October 2016 Reuters "Agrium-Potash merger set for shareholder approval" by Rod Nickel


October 2016 "Infrastructure Investing: Who said sewerage isn’t sexy?" Update by Ridgeworth Investments​


October 2016 MarketWatch "5 gold stocks favored by fund managers today" by Michael Brush


September 2016 Financial Times "Tech and financials lead rotation in US stocks" by Nicole Bullock


July 2016 Financial Times “Need for yield sends bond and equity prices in lockstep to record” by Nicole Bullock and Joe Rennison


June 2016 Financial Times “Trump v Clinton: what does it mean for markets?” by Nicole Bullock and Gregory Meyer

June 2016 Associated Press “Get Real: Billions set to pour into real estate investments” by Stan Choe

June 2016 Reuters “Investors turn bullish on US ethanol shares” by Caroline Valetkevich

June 2016 Kiplinger “5 REITs to buy now for Income and Growth” by Daren Fonda


June 2016 Wall Street Journal “China’s Newest Bubble: Food for Pigs” by Lucy Craymer 


June 2016 Forbes “Second Half 2016 Investing Strategy: Top 10 Stock Picks From Wall Street Pros” by Ky Trang Ho


Capital Innovations Institute™: Thought Leadership in Practice

Capital Innovations Institute’s primary goal is to develop ideas and research that expand the investment community’s understanding of Real Asset Investing. The Institute is a division of Capital Innovations, LLC a leading investment management firm based in North America. By partnering with professionals and academics in our field, we seek to educate clients, consultants, members of the broader investment community, and our own investment professionals. The primary tools employed to reach our diverse audiences include:

Special events, including conferences, educational seminars and other programs. Through these initiatives, we strive to enhance the understanding and commitment of our audiences, attract interest and input from progressive thinkers in our industry, and contribute to the creation of an interactive forum for innovative ideas which ultimately lead to publication of research papers and articles.


Liquid Alternative Investing Whitepaper Series (Available upon request, please contact us)


Multi-Asset Real Return Investing for a Multi-Polar World


Global Agribusiness Investing - The Business of Feeding the World


The Case for Global Listed Infrastructure

Master Limited Partnership Outlook

Global Timber Investing - Seeing the Forest for the Trees