Latest real assets thinking

  • Cut it out! The complex quest to decarbonise heating

    16 Mar 2021

    More countries are contemplating their visions for a lower carbon world. Norway has excluded fossil fuels entirely for heating buildings, while others are taking a more nuanced approach. So, what are the options for those with environment at the heart of their agenda?

  • Can a shift in UK policy help make the ESG case for nuclear?

    8 Mar 2021

    The UK government says nuclear energy may have a vital role to play in cutting carbon emissions. However, more detail is needed to help investors assess nuclear technology’s ESG credentials, argue Darryl Murphy and Stanley Kwong.

  • Can the UK Infrastructure Bank unleash the power of private capital?

    5 Mar 2021

    Now that the details have emerged on the remit and tools available to the UK Infrastructure Bank, meaningful engagement with industry should be the priority, argues Darryl Murphy.

  • From crisis comes opportunity: What’s normal now?

    2 Mar 2021

    Big challenges bring us the opportunity to think differently. Our investment teams reveal what they have learnt from COVID-19, and how they are preparing to face whatever ‘normal’ emerges in a post-pandemic world.

  • How Manchester transformed into a city of the future

    26 Feb 2021

    Once an industrial powerhouse, Manchester reversed its decline to become one of Europe's top creative capitals. Watch our video to find out why we call it a city of the future.

  • RPI reform: The implications for real assets

    22 Feb 2021

    With the methodology for calculating the UK Retail Prices Index set to change in 2030, we explore the implications for real assets.

  • Virtual reality: How COVID-19 is reshaping the world of work

    27 Jan 2021

    While the coronavirus pandemic has devastated livelihoods, it also presents an opportunity for companies and policymakers to reinvent the world of work. The future is full of possibilities – but no easy answers.

  • Investing for impact in private debt to combat climate change

    21 Jan 2021

    Impact investment strategies will have an important role to play if the green credentials of the world’s stock of real estate is to be transformed, argue Gregor Bamert and Stanley Kwong.

  • Building back better: The path to net zero

    18 Jan 2021

    While much of the world’s focus continues to be on tackling the COVID-19 pandemic, the climate crisis also requires urgent attention. The number of countries and companies supporting the move to a lower-carbon world is growing, but practical challenges remain. How can we build back better after COVID, and navigate to a cleaner, safer and sustainable world?

  • Our annual letter to company chairpersons

    15 Jan 2021

    As part of our engagement efforts, every January we send a letter to the chairs of companies we invest in (and some we don’t, but still want to use our influence with) to set out our stewardship priorities for the year. Here, in full, is our 2021 letter.

  • Hydrogen: Back to the future

    18 Dec 2020

    The UK is the latest country to accelerate plans to develop hydrogen as part of its push to reach net zero. But it is not the first time hydrogen has attracted attention – it has been trumpeted by the scientific community as a possible wonder fuel for around a century. So, what’s changed now?

  • COVID recovery, net zero and policy: The outlook for UK infrastructure in 2021

    16 Dec 2020

    Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2021.

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