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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.