Latest real assets thinking

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

Are ESG comparisons fair?

13 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.

Read more

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.

Read more

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.

Read more

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.

Read more

Private wants, public needs

4 Sep 2019

With society facing many urgent and complex challenges, deciding who is best-placed to deliver solutions has become an emotive and often political subject. We assess whether there is a better way to utilise the skills and resources of the public, private and third sectors for the greater good.

Read more

European high streets brace themselves for change

29 Aug 2019

Hardly a day goes by without at least one negative headline bemoaning the impact of disruption in retail markets on high streets and shopping centres. While this is true in the US and the UK, Chris Urwin examines whether European high streets will face a similar threat.

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