Latest real assets thinking

The UK grocery market: ripe for disruption

4 Dec 2018

With the grocery market undergoing significant changes, the successful supermarkets of the future are likely to be smaller and focussed on providing a rich shopping experience, writes Jonathan Bayfield.

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Expertise combined, opportunity multiplied: why I created a real assets business

23 Nov 2018

In this article Mark Versey, CIO Real Assets, explains why he combined the real estate and alternative income divisions at Aviva Investors to create a real assets business.

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Rising bond yields need not spell disaster for real assets

13 Nov 2018

Investors will favour real asset classes offering growth potential in an environment of increasing bond yields, argues real asset analyst Vivienne Bolla.

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Journey’s end: route options for DB pension schemes

25 Oct 2018

Pension schemes will confront a different set of challenges as they mature, not least around cashflows. How these problems are managed now will affect the financial health of the schemes far into the future.

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Conference calls: a snapshot of investors’ views on the big issues

23 Oct 2018

Attendees at Aviva Investors’ annual institutional investor conference gave their take on some of the key themes impacting pensions schemes, from ESG to asset allocation shifts.

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CVAs and the changing shape of UK retail

16 Oct 2018

More retailers are turning to corporate voluntary arrangements to restructure their estates - but a dynamic landscape is no surprise for seasoned real estate investors.

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Balancing liquidity and flexibility: a DB de-risking dilemma

13 Sep 2018

As transfers out of UK Defined Benefit (DB) pension schemes reach record levels, John Dewey assesses the implications for pension schemes with alternative income allocations.

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Demographics key to the future of real estate

5 Sep 2018

Real estate investors should focus on global demographic trends to ensure their portfolios stand the test of time.

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Structured finance: opportunities for institutional investors in the post-crisis world

23 Aug 2018

In our latest alternative income update, we look at opportunities in structured finance as stringent capital requirements continue to rein in banks’ activities in certain areas, including long-term lending and derivatives.

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Why governance is key to restoring trust in UK infrastructure

9 Aug 2018

The UK infrastructure industry needs to face up to its failings and act in the best interests of all stakeholders. Developing a code of conduct would be a good place to start, argue Darryl Murphy and Mirza Baig.

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UK retail parks ripe for redevelopment

23 Jul 2018

With UK retail parks facing an increasingly perilous future, turning the sites into vibrant residential-led developments offers land owners an opportunity to bolster investment returns.

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Real estate investors face risks as euro zone reaches turning point

12 Jul 2018

The European economy continues to grow above trend rates, but investors should be wary of rising bond yields and rapid development in some markets, says Vivienne Bolla.

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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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