Latest real assets thinking

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
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House View

A quarterly publication which encapsulates the thinking of our investment team.

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