Latest real assets thinking
COVID-19 and beyond: Three predictions for transport infrastructure
30 Apr 2020
Constant reminders that COVID-19 ‘does not discriminate’ seem in stark contrast to the social and economic consequences playing out in front of us. Some sectors are clearly being hit harder than others – perhaps none more so than transport. Laurence Monnier looks at the long-term implications for the industry and its supporting infrastructure.
'Mastering the real estate cycle'
17 Apr 2020
The cyclicality of real estate creates opportunities for well-informed investors. However, determining where a market is in the cycle can be difficult, so we have developed a tool that can help investors overcome this challenge.
COVID-19 to test the resilience of long income
16 Apr 2020
Real estate long income strategies are known for their defensive qualities. Tim Perry explores how the impact of COVID-19 on the asset class will vary across businesses and sectors.
The impact of COVID-19 on private debt
30 Mar 2020
As COVID-19 sweeps across the world, a contraction in global growth is causing an adverse short-term reaction to the economy and financial markets. While the extent of contagion from public markets to private debt remains unclear, transactions with strong downside protection should remain more resilient through the crisis, explains Nikhil Chandra.
COVID-19: The impact on European real estate
30 Mar 2020
As the spread of COVID-19 and government response continue to evolve, we analyse recent developments and how they could affect European real estate.
The impact of COVID-19 on UK infrastructure
26 Mar 2020
As well as its profound human impact, COVID-19 is having a marked effect on asset prices and transaction activity in all areas of financial markets. But beyond the short-term uncertainty, UK infrastructure stakeholders are looking for clues as to how the crisis could influence the market’s longer-term prospects.
The implications of COVID-19 for real assets
19 Mar 2020
The human cost of COVID-19 is likely to rise significantly, along with its impact on economies and financial markets as nations enact measures to contain its spread. We summarise recent developments and what they might mean for European real assets markets.
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.