Latest real assets thinking

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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'Mastering the real estate cycle'

17 Apr 2020

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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COVID-19 to test the resilience of long income

16 Apr 2020

Real estate long income strategies are known for their defensive qualities. Tim Perry explores how the impact of COVID-19 on the asset class will vary across businesses and sectors.

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The impact of COVID-19 on private debt

30 Mar 2020

As COVID-19 sweeps across the world, a contraction in global growth is causing an adverse short-term reaction to the economy and financial markets. While the extent of contagion from public markets to private debt remains unclear, transactions with strong downside protection should remain more resilient through the crisis, explains Nikhil Chandra.

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COVID-19: The impact on European real estate

30 Mar 2020

As the spread of COVID-19 and government response continue to evolve, we analyse recent developments and how they could affect European real estate.

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The impact of COVID-19 on UK infrastructure

26 Mar 2020

As well as its profound human impact, COVID-19 is having a marked effect on asset prices and transaction activity in all areas of financial markets. But beyond the short-term uncertainty, UK infrastructure stakeholders are looking for clues as to how the crisis could influence the market’s longer-term prospects.

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The implications of COVID-19 for real assets

19 Mar 2020

The human cost of COVID-19 is likely to rise significantly, along with its impact on economies and financial markets as nations enact measures to contain its spread. We summarise recent developments and what they might mean for European real assets markets.

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Intangible infrastructure: Storing and transmitting data

4 Feb 2020

The emergence of data infrastructure was a defining theme in the last decade. As the sector matures, Laurence Monnier explains why further expansion, consolidation and the development of a secondary market are likely.

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Three trends to watch in UK long-income real estate

28 Jan 2020

In an era of low interest rates and rising maintenance costs, the benefits of long-income assets within UK real-estate portfolios are hard to ignore. Tim Perry looks at three key trends that are influencing the UK long-income market.

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Low rates, northern lights and net zero: UK infrastructure in 2020

21 Jan 2020

In the second of a two-part series, Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of transaction activity in 2020.

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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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