Find out how European institutional investor appetite for real assets is developing against an uncertain political and economic outlook, supply constraints, and the increasing importance of ESG.
Our approach
As one of Europe’s largest managers of real assets, with over 340 specialists across five locations, our platform has the scale to access the full depth and breadth of real asset markets. This enables us to deploy capital in an efficient and disciplined manner. Our diverse capabilities allow us to deliver the best outcomes for our clients. We do this through pooled or bespoke solutions, as well as giving clients the opportunity to co-invest with Aviva Group.
Connected thinking
Our more than 80 credit specialists have developed a deep understanding of market drivers. Their insights drive our conviction calls, identify relative value across the range of our real asset investments, and allow us to optimise portfolio construction, to build portfolios that aim to deliver the outcomes our clients require.
Responsibility built in
Environmental, social and governance (ESG) considerations are embedded throughout our investment process – from origination through to due diligence and approvals to development, management and enhanced reporting. Our Global Responsible Investment team provides support and advice on all aspects of ESG.
Webcast: Real Assets & ESG
26 Feb 2020
10:00 GMT
45 minutes
Watch our webinar in which our panel of experts discuss how real asset investments can play a pivotal role in helping us achieve the UK and EU 2050 net-zero emissions targets, while aiming to deliver a positive contribution to investment portfolios.
Strategies in focus
Key risks
Illiquidity risk
Where funds are invested in real estate / infrastructure and illiquid private assets, you may not be able to switch or cash in your investment when you want because real estate in the fund may not always be readily saleable. If this is the case we may defer your request to switch or cash in your units.
Real assets team
Mark Versey
Chief Investment Officer, Real Assets
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Barry Fowler
Managing Director, Alternative Income
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Daniel McHugh
Managing Director, Real Estate Investments
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Darryl Murphy
Managing Director, Infrastructure
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Chris Urwin
Director of Research, Real Assets
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Melanie Collett
Head of UK Asset Management
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Mark Meiklejon
Head of Real Asset Investment Specialists
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Need more information?
For further information, please contact our investment sales team.
Real assets views
The impact of COVID-19 on private debt
30 Mar 2020
Anxiety in public markets over the coronavirus will also test the resilience of private debt.
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COVID-19: The impact on European real estate
30 Mar 2020
As COVID-19 and government response evolve, Chris Urwin analyses how it could affect European real estate.
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The impact of COVID-19 on UK infrastructure
26 Mar 2020
COVID-19 is having a marked effect on asset prices and transaction activity in all areas of financial markets.
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The implications of COVID-19 for real assets
19 Mar 2020
The human cost of COVID-19 is likely to rise significantly, along with its impact on economies and financial markets as nations enact measures to contain its spread. We summarise recent developments and what they might mean for European real assets markets.
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Intangible infrastructure: Storing and transmitting data
4 Feb 2020
The emergence of data infrastructure was a defining theme in the last decade. As the sector matures, Laurence Monnier explains why further expansion, consolidation and the development of a secondary market are likely.
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Three trends to watch in UK long-income real estate
28 Jan 2020
In an era of low interest rates and rising maintenance costs, the benefits of long-income assets within UK real-estate portfolios are hard to ignore. Tim Perry looks at three key trends that are influencing the UK long-income market.
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Low rates, northern lights and net zero: UK infrastructure in 2020
21 Jan 2020
In the second of a two-part series, Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of transaction activity in 2020.
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Recovery, disintermediation and politics: A decade in UK infrastructure
15 Jan 2020
In the first of a two-part series on UK infrastructure, Darryl Murphy looks back on a turbulent decade that saw bank lenders retreat only to re-emerge and a new broom of investors enter the market, as well as the demise of the PFI/PPP model.
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Urban regeneration: How a secure income strategy can help revive city centres
6 Jan 2020
Like other major cities, London scores highly across a range of economic metrics. But while London’s continued capacity for renewal and attracting investment is undeniably impressive, it is often in stark contrast to other UK cities. Chris Urwin, Luke Layfield and Stanley Kwong explain what can be done to make those cities more attractive, and the respective roles investors and the public sector should play in that process.
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Real estate outlook 2020: Continental Europe
20 Dec 2019
As 2019 comes to a close Vivienne Bolla and Souad Cherfouh look ahead to the key themes that will shape the European real estate markets in 2020 and beyond.
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Real estate outlook 2020: UK
19 Dec 2019
As 2019 comes to a close Jonathan Bayfield looks ahead to the key themes that will shape the UK real estate market in 2020 and beyond.
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Space as a service: The rise of flexible working
20 Nov 2019
The rise of flexible working is a trend that has caught the headlines. We explain why the trend is here to stay, what it means for companies and how investors can adapt to the changing nature of the workplace.
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Are ESG comparisons fair?
13 Nov 2019
Investors need to look past tick-box credentials to consider the real ESG impact of their infrastructure projects, says Ian Berry, head of infrastructure equity at Aviva Investors.
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Connections and communities
28 Oct 2019
Today, a handful of urban centres are pulling away from their rivals – creating more innovation, more growth and more jobs. Those changes have deep implications; understanding them and what they mean for local communities takes joined-up thinking.
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Quarterly update on drivers in real assets - Q3 2019
17 Oct 2019
In our regular update on drivers in real assets, we assess the impacts of a possible downturn in the euro zone. We touch on cash generation, the valuation outlook and the significance of security and ranking in the capital structure.
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London: The ultimate city of the future
2 Oct 2019
The rise of the knowledge economy has energised cities which have reinvented themselves as global knowledge capitals, of which London is a prime example.
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