Latest real assets thinking

Building back better: The path to net zero

18 Jan 2021

While much of the world’s focus continues to be on tackling the COVID-19 pandemic, the climate crisis also requires urgent attention. The number of countries and companies supporting the move to a lower-carbon world is growing, but practical challenges remain. How can we build back better after COVID, and navigate to a cleaner, safer and sustainable world?

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Our annual letter to company chairpersons

15 Jan 2021

As part of our engagement efforts, every January we send a letter to the chairs of companies we invest in (and some we don’t, but still want to use our influence with) to set out our stewardship priorities for the year. Here, in full, is our 2021 letter.

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Hydrogen: Back to the future

18 Dec 2020

The UK is the latest country to accelerate plans to develop hydrogen as part of its push to reach net zero. But it is not the first time hydrogen has attracted attention – it has been trumpeted by the scientific community as a possible wonder fuel for around a century. So, what’s changed now?

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COVID recovery, net zero and policy: The outlook for UK infrastructure in 2021

16 Dec 2020

Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2021.

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Relative value, ‘normality’ and polarisation: The outlook for real estate in 2021

16 Dec 2020

Souad Cherfouh, head of real estate investment strategy, and Jonathan Bayfield, head of UK and Irish real estate research, look at three themes that could characterise the real estate market in 2021 and beyond.

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COVID, remote working and building back better: The stories that defined real assets in 2020

16 Dec 2020

We select some of our key pieces of content on real asset markets in a dramatic year.

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COVID, climate and Black Lives Matter: The stories that defined 2020

10 Dec 2020

We select some of our key pieces of content in a year of unending drama.

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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.

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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.

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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.

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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.

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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.

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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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