Latest real assets thinking

  • Reality bites: Retailing in a health crisis

    5 Aug 2020

    In the latest instalment of our editorial series, Link, experts from Aviva Investors’ credit, equities and real asset teams discuss the consequences of COVID-19 on the retail sector and their implications for investors.

  • How to build back better, greener and faster: A 10-point plan for UK infrastructure

    14 Jul 2020

    Boris Johnson has called for an ‘infrastructure revolution’ to help lift the UK economy out of its coronavirus-induced malaise. Private capital could and should play a large role alongside the public purse in delivering on that ambition, as Darryl Murphy sets out in a blueprint for the industry.

  • Real Estate: The Last Dance for gut feel investing

    7 Jul 2020

    Commercial property investors could learn a lot from the data-led revolution that has taken place in basketball in recent years, as Chris Urwin explains.

  • Real assets and the quest for resilient income

    6 Jul 2020

    COVID-19 has made life harder for already yield-starved investors, and each asset class faces its own challenges. We draw on the latest thinking from our Real Assets House View and research team to highlight where reliable income sources can still be found in real asset markets.

  • Tomorrow’s world: COVID-19 and the long-term future of commercial real estate

    29 Jun 2020

    Chris Urwin and Jonathan Bayfield look beyond the near-term disruption to real estate to assess the longer-term prospects for the retail, office and logistics sectors.

  • What do rising US-China tensions mean for global markets?

    24 Jun 2020

    In the latest instalment of our editorial series, Link, Aviva Investors experts discuss the prospects for financial markets and the world economy in the face of escalating hostilities between the US and China.

  • Defined Benefit pensions de-risking: A covenant and investment view

    23 Jun 2020

    In the midst of the COVID-19 shock, Felix Mantz from Lincoln Pensions and Joachim Sudre from Aviva Investors explore how defined benefit pension schemes should plan their journey towards an end game and adopt a more holistic approach to risk.

  • Defaults, disruption and development: Real assets adjust to the new normal

    22 Jun 2020

    While lockdown measures gradually start to ease, it is still far from business as usual in the real assets sector. Mark Versey explains the impact for investors.

  • Logistics: ‘Last mile’ or further to run?

    19 Jun 2020

    Following a decade of bumper demand and returns, many experts are questioning whether logistics real estate assets have reached their prime or whether they still have further to run. Vivienne Bolla argues the latter.

  • COVID-19 and data infrastructure: Will demand translate into profit?

    18 Jun 2020

    During the initial outbreak of COVID-19, we published a report on the underlying long-term trends supporting data infrastructure. Since then, much about the world as we knew it has changed. Laurence Monnier assesses how many of the trends we identified remain intact and whether the surge in demand for data services and infrastructure will translate into investment opportunities.

  • Cinderella science? Why portfolio construction holds the key to resilient investment outcomes

    9 Jun 2020

    It is one thing to have a good investment idea, but quite another to extract the maximum potential from that idea and combine it with others to create an optimal portfolio. This is where portfolio construction comes in.

  • COVID-19: Is there still a premium for illiquidity?

    27 May 2020

    One of the immediate consequences of the COVID-19 pandemic has been a marked reduction in investors’ risk appetite. But will their appetite for the illiquidity premium in private markets also disappear? Laurence Monnier explores.

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