Latest real assets thinking

Re-imagining partnerships in infrastructure finance

1 Aug 2019

While the shape of the UK’s future relationship with its European neighbours is still unclear, the question of how to finance infrastructure fit for the 21st century is equally pressing, argues Darryl Murphy.

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ESG and real assets: A matter of balance

11 Jul 2019

Assessing ESG risks within real asset investments is far from straightforward. Mark Versey and Stanley Kwong use five case studies to illustrate the balance of ESG risk factors that affects investment decision-making, beyond simply trying to be ‘green’.

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Rates, retail and polarisation: three themes for UK and European real estate

1 Jul 2019

Jonathan Bayfield and Vivienne Bolla discuss the outlook for UK and European real estate.

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Talent, clusters and scale: Identifying European office markets in the era of knowledge capitalism

26 Jun 2019

The role of a city is vastly different to fifty years ago. Chris Urwin, Director of Research – Real Assets, and Vivienne Bolla, Research Analyst – Real Assets explain why talent, clusters and scale are key factors in determining which cities – and therefore European office markets – will thrive in the years ahead.

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ESG gets physical: The role of real assets in creating a sustainable future

4 Jun 2019

Physical assets, particularly infrastructure and real estate, have a critical role to play in facilitating the transition towards a more sustainable economy and a greener world. As ultimate asset owners, investors are deeply engaged in the issues, and incorporating environmental, social and governance (ESG) considerations is a fundamental part of an asset manager’s duty to their clients.

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London Calling? The outlook for retail property in London

7 May 2019

In this piece Jonathan Bayfield outlines why we are positive on the outlook for London retail and how we can identify the London sub-markets with the best medium-term investment prospects.

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Quarterly update on drivers in illiquid assets - Q1 2019

25 Apr 2019

In our regular update on real assets we assess real estate positioning in the late stages of the cycle, check interest in real assets in a period of Brexit-related uncertainty and illustrate the spreads achievable across private assets of varying credit quality.

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The future of transport: Mapping the way ahead

29 Mar 2019

New technologies, including electric and autonomous vehicles, big data, blockchain and artificial intelligence, will have significant consequences for the transport sector and beyond.

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'Mastering the real estate cycle'

8 Mar 2019

The cyclicality of real estate creates opportunities for well-informed investors. However, determining where a market is in the cycle can be difficult, so we have developed a tool that can help investors overcome this challenge.

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Dream or dystopia: The future of cities

28 Feb 2019

Cities will face severe challenges over the coming decades, including digital disruption, population management and climate change. How they adapt to these pressures will determine the winning – and losing – cities of the future.

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The future of energy: Peak oil and the rise of renewables

28 Feb 2019

As we approach ‘peak oil’, what does this mean for the fossil fuel industry and alternative sources of energy?

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Designing the future city: An interview with Carlo Ratti

28 Feb 2019

In this Q&A, architect and MIT lecturer Carlo Ratti discusses the forces that are shaping the future of cities, from new urban technologies to the impact of climate change.

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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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