Latest real assets thinking

Resilience and selectivity: The outlook for real estate long income

5 Oct. 2022

Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the strengths of long-income strategies in a period of high inflation and rising rates.

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Inflation, volatility and net zero: The outlook for real estate equity

12 Sep. 2022

Ben Sanderson and James Stevens from our real estate team discuss risks and opportunities for property investors amid changing work patterns, rising inflation and the race to net zero.

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Conflict, inflation and energy security: An updated outlook for infrastructure investors

6 Sep. 2022

Darryl Murphy and Sean McLachlan from our infrastructure team assess how Russia’s war on Ukraine, fears over energy security and surging inflation have changed the prospects for infrastructure investors.

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Inflation, recession – or both? Real estate investing through the market cycle

30 Aug. 2022

Runaway inflation and monetary tightening could trigger a recession. It’s time for the real estate market to press the reset button, argues Daniel McHugh.

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What does the data say? Real Assets in focus

26 Aug. 2022

In this month’s instalment of our visual series on topical themes, we look at some of the key recent trends in the real asset universe.

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Illiquidity premia in real assets: Q2 2022

9 Aug. 2022

Our real assets research team crunch the data to see whether the effects of rising inflation and interest rates are being reflected in private market returns.

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Our progress towards net zero in real assets: A Q&A with Ed Dixon

30 May 2022

One year on from publishing our 2040 net-zero pathway for real assets, Ed Dixon talks through some of the key highlights, challenges and priorities for 2022.

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Off balance and out of step

16 Mar. 2022

Daniel McHugh explains why real estate strategies need to change with the times.

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Real assets: An alternative way to hedge inflation risk

3 Feb. 2022

As inflation soars to levels not seen in years, the costs of hedging against it via traditional liquid market securities are becoming prohibitively expensive. Real assets might offer institutional investors a better option, argues Luke Layfield.

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The time for action is now: Incorporating carbon into private markets

13 Jan. 2022

Our real assets research analysts explore the whys and wherefores of understanding and managing the carbon footprint of their portfolios.

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That déjà vu feeling: The outlook for UK infrastructure

6 Jan. 2022

Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2022.

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European long-income real estate: Seeking resilience in an uncertain world

20 Dec. 2021

As the trajectory of COVID-19 continues to evolve, Isabel Gossling looks at the implications for European real estate and long-lease strategies.

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AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
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House View

A quarterly publication which encapsulates the thinking of our investment team.

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