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Insights

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Co-working space: the future of office demand?

Chris Urwin - 09 JAN 2017

Changes to working practises and business structures have major implications for the serviced office sector, presenting opportunities for real estate investors who understand the dynamics, argues Chris Urwin.

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Emerging markets: jumping the gun on Trump?

- 16 DEC 2016

Emerging market assets sold off sharply after Donald Trump’s US presidential victory, as fears of a new era of global protectionism took hold. But is the threat to the EM universe exaggerated?

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Trump presidency weighs on Asia-Pacific real estate

Sandip Bhalsod - 15 DEC 2016

Concerns over a slowdown in Chinese economic growth have receded, but the rise of Donald Trump could present challenges for Asia-Pacific real estate markets, says Sandip Bhalsod.

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Aviva Investors’ top trades for 2017

- 12 DEC 2016

Our investment team, responsible for developing trade ideas within our flagship range of multi-strategy funds, provides five trade ideas for 2017.

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European real estate offers value despite political risk

Monika Sujkowska - 12 DEC 2016

Continental European real estate offers more value than other regions, but moderate returns are expected over the next five years, says Monika Sujkowska.

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Inflation: a shareholder's friend?

Giles Parkinson - 05 DEC 2016

With rising inflation expectations hitting fixed income markets, a common assumption is that this should be good news for equities. The reality is more nuanced, writes Giles Parkinson.

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Beware the shamen: will Park’s woes be a watershed for South Korea?

Ed Wiltshire - 04 DEC 2016

As emerging markets convulse in the wake of the US presidential result, a South Korean political scandal may mark a seminal moment in the battle to clean up the country’s corporate governance, says Ed Wiltshire.

WA03025 01/2017