Content (165)
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White papersResilience and selectivity: The outlook for real estate long income
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the strengths of long-income strategies in a period of high inflation and rising rates.
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Long income, short ESG windows: Matching real estate long income and responsible investing timelines
Luke Layfield looks at how real estate long income can help address clients’ ESG responsible investing objectives and how respective timelines for implementing change can be best aligned.
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Real assets in focus: What does the data say? Our monthly data-inspired series
In this month’s instalment of our visual series on topical themes, we look at some of the key recent trends in the real asset universe.
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Our progress towards net zero in real assets: A Q&A with Ed Dixon
One year on from publishing our 2040 net-zero pathway for real assets, Ed Dixon talks through some of the key highlights, challenges and priorities for 2022.
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Real Assets House View
Predicting the future isn’t easy, but this report represents our best collective judgement on the current and future investment themes we believe will shape the real assets market.
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Real assets: An alternative way to hedge inflation risk
As inflation soars to levels not seen in years, the costs of hedging against it via traditional liquid market securities are becoming prohibitively expensive. Real assets might offer institutional investors a better option, argues Luke Layfield.
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Embracing the green-tinged premium to futureproof portfolios
By investing in real assets, pension funds are able to support the economy, create jobs and invest directly in assets that support the climate change transition – all while homing in on the prospects of long-term investment returns.
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The time for action is now: Incorporating carbon into private markets
Our real assets research analysts explore the whys and wherefores of understanding and managing the carbon footprint of their portfolios.
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European long-income real estate: Seeking resilience in an uncertain world
As the trajectory of COVID-19 continues to evolve, Isabel Gossling looks at the implications for European real estate and long-lease strategies.
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Real assets and net zero: Ambition vs action
How are investors’ commitments to net zero changing? What are the key advancements in ESG? And how is long-term appetite for real assets evolving?
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Disclosures, trade-offs and green premia: The future of sustainability in real assets
The path to a sustainable future for private markets is full of opportunity but also complexity, as Laurence Monnier and Ed Dixon explain.
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From real-world problems to real-asset solutions
How real-asset investors must decarbonise to future-proof portfolios.
