Latest real assets thinking

  • Intangible infrastructure: Storing and transmitting data

    4 Feb 2020

    The emergence of data infrastructure was a defining theme in the last decade. As the sector matures, Laurence Monnier explains why further expansion, consolidation and the development of a secondary market are likely.

  • Three trends to watch in UK long-income real estate

    28 Jan 2020

    In an era of low interest rates and rising maintenance costs, the benefits of long-income assets within UK real-estate portfolios are hard to ignore. Tim Perry looks at three key trends that are influencing the UK long-income market.

  • Low rates, northern lights and net zero: UK infrastructure in 2020

    21 Jan 2020

    In the second of a two-part series, Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of transaction activity in 2020.

  • Recovery, disintermediation and politics: A decade in UK infrastructure

    15 Jan 2020

    In the first of a two-part series on UK infrastructure, Darryl Murphy looks back on a turbulent decade that saw bank lenders retreat only to re-emerge and a new broom of investors enter the market, as well as the demise of the PFI/PPP model.

  • Urban regeneration: How a secure income strategy can help revive city centres

    6 Jan 2020

    Like other major cities, London scores highly across a range of economic metrics. But while London’s continued capacity for renewal and attracting investment is undeniably impressive, it is often in stark contrast to other UK cities. Chris Urwin, Luke Layfield and Stanley Kwong explain what can be done to make those cities more attractive, and the respective roles investors and the public sector should play in that process.

  • Real estate outlook 2020: Continental Europe

    20 Dec 2019

    As 2019 comes to a close Vivienne Bolla and Souad Cherfouh look ahead to the key themes that will shape the European real estate markets in 2020 and beyond.

  • Real estate outlook 2020: UK

    19 Dec 2019

    As 2019 comes to a close Jonathan Bayfield looks ahead to the key themes that will shape the UK real estate market in 2020 and beyond.

  • Space as a service: The rise of flexible working

    20 Nov 2019

    The rise of flexible working is a trend that has caught the headlines. We explain why the trend is here to stay, what it means for companies and how investors can adapt to the changing nature of the workplace.

  • Are ESG comparisons fair?

    12 Nov 2019

    Investors need to look past tick-box credentials to consider the real ESG impact of their infrastructure projects, says Ian Berry, head of infrastructure equity at Aviva Investors.

  • Connections and communities

    28 Oct 2019

    Today, a handful of urban centres are pulling away from their rivals – creating more innovation, more growth and more jobs. Those changes have deep implications; understanding them and what they mean for local communities takes joined-up thinking.

  • Quarterly update on drivers in real assets - Q3 2019

    17 Oct 2019

    In our regular update on drivers in real assets, we assess the impacts of a possible downturn in the euro zone. We touch on cash generation, the valuation outlook and the significance of security and ranking in the capital structure.

  • London: The ultimate city of the future

    2 Oct 2019

    The rise of the knowledge economy has energised cities which have reinvented themselves as global knowledge capitals, of which London is a prime example.

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