Our progress towards net zero in real assets

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.

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.

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.

As we approach ‘peak oil’, what does this mean for the fossil fuel industry and alternative sources of energy?

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.

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.

Aviva Investors analysts Souad Cherfouh and Vivienne Bolla discuss the outlook for European real estate.

Aviva Investors’ Jonathan Bayfield discusses the outlook for real estate.

In our latest real assets update, we check recent trends in UK property and infrastructure equity in a period of Brexit-related uncertainty.

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.

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.

Investors will favour real asset classes offering growth potential in an environment of increasing bond yields, argues real asset analyst Vivienne Bolla.