Latest real assets thinking

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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The logistics sector: Safe as warehouses?

26 Feb 2019

The logistics industry is in a state of flux due to rapidly-developing technologies and the increasing demands of consumers. A strategy which focuses on the demand and supply fundamentals of local markets is required to cut through this uncertainty.

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Europe real estate outlook: three predictions for 2019

14 Dec 2018

Aviva Investors analysts Souad Cherfouh and Vivienne Bolla discuss the outlook for European real estate.

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UK real estate outlook: three opportunities for investors in 2019

14 Dec 2018

Aviva Investors’ Jonathan Bayfield discusses the outlook for real estate.

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Real assets: relative stability in increasingly volatile markets

4 Dec 2018

In our latest real assets update, we check recent trends in UK property and infrastructure equity in a period of Brexit-related uncertainty.

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The UK grocery market: ripe for disruption

4 Dec 2018

With the grocery market undergoing significant changes, the successful supermarkets of the future are likely to be smaller and focussed on providing a rich shopping experience, writes Jonathan Bayfield.

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Expertise combined, opportunity multiplied: why I created a real assets business

23 Nov 2018

In this article Mark Versey, CIO Real Assets, explains why he combined the real estate and alternative income divisions at Aviva Investors to create a real assets business.

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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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