Real Assets Study 2020
Real assets have been in the eye of the storm during the coronavirus pandemic – but according to our study, the worlds of infrastructure, real estate and private debt, still retain their appeal, even if fundamental changes are affecting them.
Will there ever be a full return to the office? How will airports and international travel bounce back? And what are the implications for infrastructure investments? Have perceptions of ESG changed? And what does all this mean for allocations to real assets?
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Real Assets Study 2019
Our Real Assets Study 2019 looked at how European institutional investor appetite for real assets was developing against an uncertain political and economic outlook, supply constraints, and the increasing importance of ESG.
Real assets views
Our progress towards net zero in real assets: A Q&A with Ed Dixon
30 May 2022
One year on from publishing our 2040 net-zero pathway for real assets, Ed Dixon talks through some of the key highlights, challenges and priorities for 2022.
Off balance and out of step
16 Mar 2022
Daniel McHugh explains why real estate strategies need to change with the times.
Real assets: An alternative way to hedge inflation risk
3 Feb 2022
As inflation soars to levels not seen in years, the costs of hedging against it via traditional liquid market securities are becoming prohibitively expensive. Real assets might offer institutional investors a better option, argues Luke Layfield.
The time for action is now: Incorporating carbon into private markets
13 Jan 2022
Our real assets research analysts explore the whys and wherefores of understanding and managing the carbon footprint of their portfolios.
That déjà vu feeling: The outlook for UK infrastructure
6 Jan 2022
Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2022.
European long-income real estate: Seeking resilience in an uncertain world
20 Dec 2021
As the trajectory of COVID-19 continues to evolve, Isabel Gossling looks at the implications for European real estate and long-lease strategies.
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.
An investor’s perspective on the UK’s Net Zero Strategy
28 Oct 2021
Darryl Murphy assesses the implications and opportunities for infrastructure investors.
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.
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.
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.
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.
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.
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.
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.
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.