Latest real assets thinking

Real Estate: The Last Dance for gut feel investing

7 Jul. 2020

Commercial property investors could learn a lot from the data-led revolution that has taken place in basketball in recent years, as Chris Urwin explains.

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Real assets and the quest for resilient income

6 Jul. 2020

COVID-19 has made life harder for already yield-starved investors, and each asset class faces its own challenges. We draw on the latest thinking from our Real Assets House View and research team to highlight where reliable income sources can still be found in real asset markets.

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Tomorrow’s world: COVID-19 and the long-term future of commercial real estate

29 Jun. 2020

Chris Urwin and Jonathan Bayfield look beyond the near-term disruption to real estate to assess the longer-term prospects for the retail, office and logistics sectors.

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What do rising US-China tensions mean for global markets?

24 Jun. 2020

In the latest instalment of our editorial series, Link, Aviva Investors experts discuss the prospects for financial markets and the world economy in the face of escalating hostilities between the US and China.

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Defined Benefit pensions de-risking: A covenant and investment view

23 Jun. 2020

In the midst of the COVID-19 shock, Felix Mantz from Lincoln Pensions and Joachim Sudre from Aviva Investors explore how defined benefit pension schemes should plan their journey towards an end game and adopt a more holistic approach to risk.

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Defaults, disruption and development: Real assets adjust to the new normal

22 Jun. 2020

While lockdown measures gradually start to ease, it is still far from business as usual in the real assets sector. Mark Versey explains the impact for investors.

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Logistics: ‘Last mile’ or further to run?

19 Jun. 2020

Following a decade of bumper demand and returns, many experts are questioning whether logistics real estate assets have reached their prime or whether they still have further to run. Vivienne Bolla argues the latter.

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COVID-19 and data infrastructure: Will demand translate into profit?

18 Jun. 2020

During the initial outbreak of COVID-19, we published a report on the underlying long-term trends supporting data infrastructure. Since then, much about the world as we knew it has changed. Laurence Monnier assesses how many of the trends we identified remain intact and whether the surge in demand for data services and infrastructure will translate into investment opportunities.

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Cinderella science? Why portfolio construction holds the key to resilient investment outcomes

9 Jun. 2020

It is one thing to have a good investment idea, but quite another to extract the maximum potential from that idea and combine it with others to create an optimal portfolio. This is where portfolio construction comes in.

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COVID 19: The trade-off between staying safe and getting back to work

15 May 2020

An economy in lockdown has significant effects for investors in real assets. In this data illustration, our real assets research team consider the benefit of businesses returning to their usual locations against the risks of doing so.

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COVID-19: Do past recessions offer lessons for real estate investors?

7 May 2020

Although history offers no magical answers, it can serve as a useful guide in times of extreme uncertainty. Vivienne Bolla and Souad Cherfouh dig into the archives to better understand the effects of recessions on real estate.

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COVID-19 and beyond: Three predictions for transport infrastructure

30 Apr. 2020

Constant reminders that COVID-19 ‘does not discriminate’ seem in stark contrast to the social and economic consequences playing out in front of us. Some sectors are clearly being hit harder than others – perhaps none more so than transport. Laurence Monnier looks at the long-term implications for the industry and its supporting infrastructure.

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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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