Real Assets Study 2020
Real assets have been in the eye of the storm during the coronavirus pandemic – but according to our study, the worlds of infrastructure, real estate and private debt, still retain their appeal, even if fundamental changes are affecting them.
Will there ever be a full return to the office? How will airports and international travel bounce back? And what are the implications for infrastructure investments? Have perceptions of ESG changed? And what does all this mean for allocations to real assets?
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Real Assets Study 2019
Our Real Assets Study 2019 looked at how European institutional investor appetite for real assets was developing against an uncertain political and economic outlook, supply constraints, and the increasing importance of ESG.
Real assets views
When the tide goes out
26 May 2023
Ben Sanderson explains why polarisation in real estate investment performance is only going to increase from here.
Why are we waiting? Time for UK infrastructure to pick up pace
22 May 2023
After a slow start to the year, Darryl Murphy ponders what it will take to get the UK infrastructure market moving again.
Short-term headwinds, structural tailwinds: Making sense of a complex landscape for climate transition real assets
17 May 2023
Volatility presents challenges and opportunities for investors. James Tarry and Luke Layfield discuss what’s next for real asset investors focused on the climate transition.
Fragilities exposed as cheap money disappears
5 May 2023
Cracks have begun to emerge in the banking sector in recent weeks. As the tide of cheap money that has flooded financial markets for more than a decade ebbs, members of our investment teams are on the lookout for other signs of distress.
Liquidity, logistics and living: What next for real estate equity?
3 Apr 2023
Opportunities are emerging across real estate markets in the UK and Europe, but investors will have to be nimble and discerning in their asset selection, say Imogen Ebbs and George Fraser-Harding.
Out with the old: Why real estate investors need to work harder, smarter, better
30 Mar 2023
Faced with a more challenging outlook for returns, real-estate equity investors must get more sophisticated and active, argue Ben Sanderson and David Hedalen.
The investment implications of peak fossil fuels
24 Mar 2023
Energy analyst Kingsmill Bond considers if peak fossil-fuel consumption has been reached and whether investors appreciate the implications.
Finding secure income in inflationary times
16 Mar 2023
Renos Booth, Isabel Gossling and Kris McPhail discuss what real estate long-income strategies can deliver in the face of spiking inflation across Europe.
Gas versus renewables: Does natural gas have a future?
8 Mar 2023
The war in Ukraine has thrown up huge uncertainties around the role of gas in the energy system. Experts from our credit, ESG and real assets teams discuss the implications for traditional energy and renewables companies.
To build or not to build, that is the question: Decarbonising the built environment
28 Feb 2023
We assess the financial and environmental pros and cons of developing new buildings versus retrofitting old ones.
Finding a new equilibrium: What’s next for real estate debt?
24 Feb 2023
Gregor Bamert discusses what lies ahead for the sector in 2023.
Illiquidity premia in real assets: Q1 2023
23 Feb 2023
Our real assets research team crunch the data to see how rising inflation and interest rates are reflected in private market returns.
Pragmatism, policy and pace: An interview with Julie Hirigoyen
20 Feb 2023
The chief executive of the UK Green Building Council sets out her blueprint for a net-zero-aligned property and construction industry. Words by Miles Costello.
When equity becomes debt: The untapped potential of amortising-lease real estate
15 Feb 2023
Institutional investors seeking alternatives to bonds may find amortising leases a compelling option, writes Mark Wells.
Why London remains the ultimate city of the future: Assessing the prospects for London real estate in a post-Brexit, post-COVID world
30 Jan 2023
Brexit and the post-COVID shift in working patterns have changed the landscape of London real estate. But the city remains well-positioned as a key hub in the global knowledge economy, as Jonathan Bayfield, James Stevens and Ed Atterwill explain.
Why infrastructure investors better beat beta: End of cheap-money era brings risks and opportunities
25 Jan 2023
Benign macroeconomic conditions have boosted infrastructure investments over the past decade. But with higher interest rates, investors in the asset class will have to show they can create true value, says Darryl Murphy.