Latest real assets thinking

From crisis comes opportunity: What’s normal now?

2 Mar 2021

Big challenges bring us the opportunity to think differently. Our investment teams reveal what they have learnt from COVID-19, and how they are preparing to face whatever ‘normal’ emerges in a post-pandemic world.

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How Manchester transformed into a city of the future

26 Feb 2021

Once an industrial powerhouse, Manchester reversed its decline to become one of Europe's top creative capitals. Watch our video to find out why we call it a city of the future.

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RPI reform: The implications for real assets

22 Feb 2021

With the methodology for calculating the UK Retail Prices Index set to change in 2030, we explore the implications for real assets.

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Virtual reality: How COVID-19 is reshaping the world of work

27 Jan 2021

While the coronavirus pandemic has devastated livelihoods, it also presents an opportunity for companies and policymakers to reinvent the world of work. The future is full of possibilities – but no easy answers.

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Investing for impact in private debt to combat climate change

21 Jan 2021

Impact investment strategies will have an important role to play if the green credentials of the world’s stock of real estate is to be transformed, argue Gregor Bamert and Stanley Kwong.

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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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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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