Latest real assets thinking

Real estate: beating the benchmark blues
21 Mar 2019
During a sustained period of strong performance for real estate assets, an investment strategy based on mimicking the benchmark paid off handsomely. But as we move into an altogether more challenging period, this approach will no longer reap the same rewards, argues Chris Urwin.
real estate beating the benchmark blues

'Mastering the real estate cycle'
8 Mar 2019
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.
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Dream or dystopia: The future of cities
28 Feb 2019
Cities will face severe challenges over the coming decades, including digital disruption, population management and climate change. How they adapt to these pressures will determine the winning – and losing – cities of the future.
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The future of energy: Peak oil and the rise of renewables
28 Feb 2019
As we approach ‘peak oil’, what does this mean for the fossil fuel industry and alternative sources of energy?
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Designing the future city: An interview with Carlo Ratti
28 Feb 2019
In this Q&A, architect and MIT lecturer Carlo Ratti discusses the forces that are shaping the future of cities, from new urban technologies to the impact of climate change.
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The logistics sector: Safe as warehouses?
26 Feb 2019
The logistics industry is in a state of flux due to rapidly-developing technologies and the increasing demands of consumers. A strategy which focuses on the demand and supply fundamentals of local markets is required to cut through this uncertainty.
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Europe real estate outlook: three predictions for 2019
14 Dec 2018
Aviva Investors analysts Souad Cherfouh and Vivienne Bolla discuss the outlook for European real estate.
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UK real estate outlook: three opportunities for investors in 2019
14 Dec 2018
Aviva Investors’ Jonathan Bayfield discusses the outlook for real estate.
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Real assets: relative stability in increasingly volatile markets
4 Dec 2018
In our latest real assets update, we check recent trends in UK property and infrastructure equity in a period of Brexit-related uncertainty.
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The UK grocery market: ripe for disruption
4 Dec 2018
With the grocery market undergoing significant changes, the successful supermarkets of the future are likely to be smaller and focussed on providing a rich shopping experience, writes Jonathan Bayfield.
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Expertise combined, opportunity multiplied: why I created a real assets business
23 Nov 2018
In this article Mark Versey, CIO Real Assets, explains why he combined the real estate and alternative income divisions at Aviva Investors to create a real assets business.
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Rising bond yields need not spell disaster for real assets
13 Nov 2018
Investors will favour real asset classes offering growth potential in an environment of increasing bond yields, argues real asset analyst Vivienne Bolla.
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