Content (91)

  • Unlevered Infrastructure Equity - Delivering in CDI

    White papers

    Unlevered Infrastructure Equity: Delivering in CDI

    2020-02-17T14:53:00Z

    Cashflow-driven investing (CDI) generates predictable, attractive cash flows to meet liabilities when they fall due. Although a wide range of reliable, income generating assets can be included within a CDI strategy, discussions about which alternative asset classes to include are often limited to private debt, particularly infrastructure and real estate financing. 

  • Intangible infrastructure - Storing and transmitting data

    White papers

    Intangible infrastructure: Storing and transmitting data

    2020-02-04T10:29:00Z

    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.

  • Three trends to watch in UK long-income real estate

    White papers

    Three trends to watch in UK long-income real estate

    2020-01-28T10:24:00Z

    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.

  • low-rates-northern-lights-net-zero

    White papers

    Low rates, northern lights and net zero: UK infrastructure in 2020

    2020-01-21T14:05:00Z

    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.

  • Recovery, disintermediation and politics - A decade in UK infrastructure

    White papers

    Recovery, disintermediation and politics: A decade in UK infrastructure

    2020-01-15T14:12:00Z

    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.

  • Urban regeneration - How a secure income strategy can help revive city centres

    White papers

    Urban regeneration: How a secure income strategy can help revive city centres

    2020-01-06T14:18:00Z

    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.

  • real-estate-outlook-2020-europe

    White papers

    Real estate outlook 2020: Continental Europe

    2019-12-20T14:25:00Z

    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.

  • real-estate-outlook-2020-uk

    White papers

    Real estate outlook 2020: UK

    2019-12-19T14:29:00Z

    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.

  • Aviva Investors Space as a service The rise of flexible working

    White papers

    Space as a service: The rise of flexible working

    2019-11-20T14:54:00Z

    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.

  • Aviva Investors - Are ESG comparisons fair

    White papers

    Are ESG comparisons fair?

    2019-11-13T15:02:00Z

    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.

  • Aviva Investors -trying-to-square

    White papers

    Trying to square the circular economy

    2019-11-08T15:07:00Z

    With climate change continuing to rise up the political and societal agenda, increasing calls are being made for a global ‘Green New Deal’. Steve Waygood explores what this would look like and why we must start to treat the economy and environment as one.

  • Real Assets Study

    White papers

    Real Assets Study

    2019-11-06T15:02:00Z

    Our Real Assets Study provides insight into European institutional investors’ appetite for real estate, infrastructure, private corporate debt and structured finance. It highlights the need to address ESG issues, looks at whether supply can meet demand, as well as gauging the potential impact of global challenges such as trade wars.