Latest real assets thinking
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Value remains scarce as European real estate cycle approaches its peak
12 Mar. 2018
The European economy is enjoying a relative boom, but with real estate investment markets at an advanced stage of the cycle investors must be wary.
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Private assets outlook: a premium on innovation
21 Feb. 2018
As investors await the bottom of the interest rate cycle, we consider three key themes to look out for in private asset markets.
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UK real estate outlook - a shifting landscape
15 Feb. 2018
A strong global economy and rising interest rates are shaping the outlook for UK real estate in 2018, says Tom Goodwin.
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Cities of the future: Europe
7 Feb. 2018
The rising importance of the knowledge-based economy is exerting a considerable influence on European city office markets, says Monika Sujkowska.
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Infrastructure debt: a global perspective
7 Feb. 2018
Darryl Murphy casts an eye across the global market to see where investors are likely to find opportunities in infrastructure debt.
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Mapping opportunities in private markets – picking suitable assets and investment approaches
6 Feb. 2018
Assets not listed on public markets are receiving much greater attention as long-term investors are challenged to meet their return requirements through traditional investment strategies.
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In search of illiquidity premium
24 Oct. 2017
A growing number of investors are looking to private assets to provide higher yields than liquid alternatives, but few are targeting illiquidity premia explicitly, writes John Dewey.
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The future of retailing and retail real estate – what lies in store?
11 Oct. 2017
Technological change is piling pressure on traditional retailers, a trend with significant implications for retail real estate, says Chris Urwin.
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Real estate: beating the benchmark blues
22 Mar. 2017
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.
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