Latest real assets thinking

The long decline: Why trend economic growth is set to go on falling

12 Nov 2021

Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson.

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An investor’s perspective on the UK’s Net Zero Strategy

28 Oct 2021

Darryl Murphy assesses the implications and opportunities for infrastructure investors.

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Disclosures, trade-offs and green premia: The future of sustainability in real assets

7 Oct 2021

The path to a sustainable future for private markets is full of opportunity but also complexity, as Laurence Monnier and Ed Dixon explain.

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How to build an office: Post-pandemic

13 Aug 2021

Watch our video to find out how offices can provide a powerful tool in boosting productivity, and attracting and retaining the best talent.

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COVID and beyond: Why the greenfield data infrastructure boom is set to continue

28 Jul 2021

The global pandemic may have accelerated demand for data infrastructure, but the underlying drivers behind the growth of data centre markets go far beyond short-term factors, explains Laurence Monnier.

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Measuring the mythical: Quantifying the green premium in real estate

21 Jul 2021

The green premium is an elusive concept. Laurence Monnier reviews the academic literature and crunches some numbers to try and quantify the extra pricing power afforded by more sustainable commercial properties.

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How to assess social value: Guidance from Hatch

29 Jun 2021

Asset managers of many different hues claim they are thinking harder about their social role: the ‘S’ in ESG. But evaluating social value generated from investment decisions is not straightforward, as consultant Dr Kelly Watson from Hatch explains.

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From social wash to social value

29 Jun 2021

The inequalities highlighted by COVID-19 have led to much soul searching, including among investors on whether they are doing enough to address the issues of the day. Ed Dixon, Aviva Investors’ head of ESG - real assets, contemplates how investors in tangible assets can put capital to work to drive change.

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The Blitz, agglomeration economies, and a giant supply-side real estate experiment

21 Jun 2021

The tragedy and destruction caused by the Blitz created an unintended natural experiment in urban redevelopment. Chris Urwin reflects on what this can teach us anything about agglomeration economies and the resilience of cities.

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Rating game: Getting the measure of infrastructure equity risk

17 Jun 2021

Unlike liquid markets and real estate, a lack of publicly available data has made assessing risk more challenging for infrastructure equity assets. Laurence Monnier considers the options for investors looking to complement qualitative assessments with quantitative rigour.

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Systems rationality: Post-lockdown commuting, herding and real estate debt lessons

15 Jun 2021

Herd-like lending behaviour is counter-productive and exacerbates real estate risks. Gregor Bamert argues a wider range of capital sources and investment approaches may help combat this in future.

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Pressure points: The investment challenges facing insurers

5 May 2021

Low interest rates, regulation and ESG risks are not new considerations for insurers’ investment strategies. However, the long-term fallout from COVID-19 is adding a layer of complexity they will need to adjust to.

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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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