Real Assets Study 2020

Ben Sanderson explains why polarisation in real estate investment performance is only going to increase from here.

After a slow start to the year, Darryl Murphy ponders what it will take to get the UK infrastructure market moving again.

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.

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.

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.

Faced with a more challenging outlook for returns, real-estate equity investors must get more sophisticated and active, argue Ben Sanderson and David Hedalen.

Energy analyst Kingsmill Bond considers if peak fossil-fuel consumption has been reached and whether investors appreciate the implications.

Renos Booth, Isabel Gossling and Kris McPhail discuss what real estate long-income strategies can deliver in the face of spiking inflation across Europe.

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.

We assess the financial and environmental pros and cons of developing new buildings versus retrofitting old ones.

Gregor Bamert discusses what lies ahead for the sector in 2023.

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

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.

Institutional investors seeking alternatives to bonds may find amortising leases a compelling option, writes Mark Wells.

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.

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.