Latest real assets thinking

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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Private wants, public needs

4 Sep 2019

With society facing many urgent and complex challenges, deciding who is best-placed to deliver solutions has become an emotive and often political subject. We assess whether there is a better way to utilise the skills and resources of the public, private and third sectors for the greater good.

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European high streets brace themselves for change

29 Aug 2019

Hardly a day goes by without at least one negative headline bemoaning the impact of disruption in retail markets on high streets and shopping centres. While this is true in the US and the UK, Chris Urwin examines whether European high streets will face a similar threat.

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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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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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