Latest real assets thinking

Infrastructure debt: a global perspective

7 Feb 2018

Darryl Murphy casts an eye across the global market to see where investors are likely to find opportunities in infrastructure debt.

Read more

Mapping opportunities in private markets – picking suitable assets and investment approaches

6 Feb 2018

Assets not listed on public markets are receiving much greater attention as long-term investors are challenged to meet their return requirements through traditional investment strategies.

Read more

UK real estate outlook: three predictions for 2018

18 Dec 2017

The UK real estate market continues to look expensive, but there are a few pockets of value in certain sectors, says Tom Goodwin.

Read more

Infrastructure debt outlook: resilience in uncertain times

13 Dec 2017

After a year in which infra debt issuance remained strong despite a challenging backdrop, Darryl Murphy identifies the themes that could drive the market in 2018.

Read more

European real estate: three predictions for 2018

7 Dec 2017

The European economy is enjoying strong growth, but with real estate investment markets advanced in the cycle, value is becoming hard to find. Monika Sujkowska discusses what’s in store for the European real estate market in 2018.

Read more

Commercial real estate finance: opportunities for insurers

15 Nov 2017

Insurers seeking capital efficient returns are looking closely at private assets, lured by attractive yields with underlying security and strong borrower protections. Real estate finance may fit the bill, and benefits from advantageous capital treatment under Solvency II.

Read more

Bedroom economics - the impact of demographics on residential real estate

15 Nov 2017

Changes in the age profile of populations will have a significant impact on demand for real estate; influencing the type, functionality and locations that are likely to be popular writes Monika Sujkowska.

Read more

Brexit: the investment implications of no deal

14 Nov 2017

The risk of the UK exiting the European Union without agreeing its future relationship appears to have risen in recent weeks. We consider the ramifications of such an outcome for the UK economy and sterling-denominated assets.

Read more

In search of illiquidity premium

24 Oct 2017

A growing number of investors are looking to private assets to provide higher yields than liquid alternatives, but few are targeting illiquidity premia explicitly, writes John Dewey.

Read more

The future of retailing and retail real estate – what lies in store? 

11 Oct 2017

Technological change is piling pressure on traditional retailers, a trend with significant implications for retail real estate, says Chris Urwin.

Read more

Real estate: putting a roof over the digital revolution

26 Sep 2017

We may only be at the start of the digital age, but it is already exerting a significant influence over real estate, explains Francois de Bruin.

Read more

Challenging times ahead for global real estate

10 Aug 2017

Despite an improving economic outlook, global real estate is likely to offer lower returns over the next five years. But opportunities remain for discerning investors, writes Chris Urwin.

Read more

AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
Read more

House View

A quarterly publication which encapsulates the thinking of our investment team.

Read more