Latest real assets thinking

From trials and tribulations to the best opportunity in a decade: The outlook for multi-asset real assets

21 Nov 2022

James Tarry and Luke Layfield assess the impact of recent market volatility across real assets and highlight the wealth of investment opportunities for multi-asset investors that could emerge in 2023.

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Building better: Investing in the climate transition through real assets

15 Nov 2022

Investors in real assets can propel the transition to a more sustainable future while also benefiting from portfolio diversification and attractive returns, says Mark Meiklejon.

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ESG considerations for social housing

28 Oct 2022

Social housing plays a pivotal role in providing affordable housing for those most in need of it, benefiting local communities and countries as a whole. But investors considering an allocation to the asset class must pay close attention to the ESG implications, argues Mikhaila Crosby.

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From needs-based to service-based: How the property market is being transformed

27 Oct 2022

Property owners can no longer passively sit back and take steady rental income for granted. To build a successful real estate portfolio, a more active, customer-driven approach is required, explains Jonathan Bayfield.

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Rates, rents and resilience: The outlook for real estate debt

20 Oct 2022

Gregor Bamert discusses the health of UK commercial real estate debt and the effect rising interest rates are having on the asset class.

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Resilience and selectivity: The outlook for real estate long income

5 Oct 2022

Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the strengths of long-income strategies in a period of high inflation and rising rates.

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Inflation, volatility and net zero: The outlook for real estate equity

12 Sep 2022

Ben Sanderson and James Stevens from our real estate team discuss risks and opportunities for property investors amid changing work patterns, rising inflation and the race to net zero.

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Conflict, inflation and energy security: An updated outlook for infrastructure investors

6 Sep 2022

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.

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Inflation, recession – or both? Real estate investing through the market cycle

30 Aug 2022

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.

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What does the data say? Real Assets in focus

26 Aug 2022

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.

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Illiquidity premia in real assets: Q2 2022

9 Aug 2022

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.

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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.

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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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