Latest real assets thinking

Navigating the path to net zero: An interview with Jill Rutter

12 Nov. 2020

There is a large gulf between the concept of ‘net zero’ and the practical policies that will deliver it. Jill Rutter, senior fellow at the Institute for Government, takes a hard look at the UK’s progress towards the 2050 target.

Read more

Real assets and net zero: Now for the hard part

29 Oct. 2020

There is no lack of willingness among investors in real assets to play their part in helping countries reach net zero by 2050. But much needs to change – and quickly, as Laurence Monnier explains.

Read more

Remote working is on the rise, but the office remains indispensable

26 Oct. 2020

While the COVID-19 lockdown has highlighted the possibilities of home working, bringing people together in offices is still the best way to spur innovation and productivity, says Jonathan Bayfield.

Read more

Overcoming underwriting obstacles in a pandemic and beyond

16 Oct. 2020

The near-term disruption caused by the coronavirus has been testing for real estate borrowers seeking finance and originators. Gregor Bamert explains why new deals are still possible for those able to look through short-term uncertainty.

Read more

When equity becomes debt: The untapped potential of amortising-lease real estate

9 Oct. 2020

Pension schemes seeking alternatives to bonds may find amortising leases a compelling option, writes Luke Layfield.

Read more

Fit for the future: Unboxing ESG in real assets

5 Oct. 2020

Recent events have highlighted the importance of the environmental, social and governance characteristics of real asset investments – not only as part of COVID-19 recovery programmes, but also as a way of futureproofing portfolios.

Read more

Fibre broadband: The need for speed

9 Sep. 2020

Lockdown measures imposed during the COVID-19 pandemic have highlighted the importance of digital connectivity. Tim Perry looks at the investment opportunities and challenges associated with European economies transitioning from copper to faster fibre broadband networks.

Read more

Swipe right: The Tinder effect on real estate

24 Aug. 2020

It can be hard to perceive how society, and consequently our use of real estate, is changing. Sometimes, major structural trends are hiding in plain sight, says Chris Urwin.

Read more

Five charts that show Manchester is a city of the future

20 Aug. 2020

In this short, visual article we present five charts that show why Manchester is such a rich, vibrant and economically prosperous city. Our view is that the ingredients of connectivity, culture, talent, scale and scientific heritage make the city well-equipped to thrive in the coming years and decades.

Read more

The new rules of client engagement

18 Aug. 2020

As the coronavirus pandemic reshapes our working lives, asset managers must find new ways to interact with their clients, says Apiramy Jeyarajah.

Read more

Electric avenue: EVs and the transformation of autos

13 Aug. 2020

In the latest instalment of our editorial series, Link, experts from our infrastructure, credit research and equity teams discuss why efforts to ‘build back better’ as economies recover from COVID-19 could further accelerate investment in electric vehicles and associated infrastructure.

Read more

Education, entrepreneurship and biological age: An interview with Andrew Scott

6 Aug. 2020

In part two of our interview with Professor Andrew Scott from London Business School, we look at how policy will shift to take account of people living for longer and how service providers will respond.

Read more

AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
Read more

House View

A quarterly publication which encapsulates the thinking of our investment team.

Read more