Building better

Darryl Murphy and Sean McLachlan from our infrastructure team assess how Russia’s war on Ukraine, fears over energy security and surging inflation have changed the prospects for infrastructure investors.

Runaway inflation and monetary tightening could trigger a recession. It’s time for the real estate market to press the reset button, argues Daniel McHugh.

In this month’s instalment of our visual series on topical themes, we look at some of the key recent trends in the real asset universe.

Our real assets research team crunch the data to see whether the effects of rising inflation and interest rates are being reflected in private market returns.

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.

Daniel McHugh explains why real estate strategies need to change with the times.

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.

Our real assets research analysts explore the whys and wherefores of understanding and managing the carbon footprint of their portfolios.

Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2022.

As the trajectory of COVID-19 continues to evolve, Isabel Gossling looks at the implications for European real estate and long-lease strategies.

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.

Darryl Murphy assesses the implications and opportunities for infrastructure investors.