Real Assets – Page 47
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White papersPressure points: The investment challenges facing insurers
Low interest rates, regulation and ESG risks are not new considerations for insurers’ investment strategies. However, the long-term fallout from COVID-19 is adding a layer of complexity they will need to adjust to.
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White papersUK economic recovery starts, but we advise real estate investors to stay DIGITAL and carry on
After enduring a torrid COVID-19 driven winter surge, the UK is finally beginning to see light at the end of the tunnel. Rapid and widespread vaccination has helped dramatically lower caseloads and fatality levels allowing the economy to gradually re-open.
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White papersBitcoin, offices and emissions: Our monthly data-inspired series
In our monthly visual series on topical data themes, we look at whether Bitcoin could be the new gold, if COVID-19 has put pressure on London office rents, and the extent to which transport affects the carbon footprint of foods.
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White papersParis offices: How the knowledge economy illuminates the City of Lights
Talent, clusters and scale are three key reasons why Paris is one of the world’s most attractive office markets, explain Souad Cherfouh and Chris Urwin.
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White papersClimate Risk
Climate Risk Analysis Moves into Investment Processes. The real estate industry initially responded to climate change by finding ways to reduce a property’s greenhouse gas emissions.
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White papersAsia Pacific on the Move Back Towards Everyday ‘Real’ Life - Martin Currie a Franklin Templeton specialist investment manager
Martin Currie explores the economic rebound, willingness to get back to everyday life and impact on Real Assets.
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White papersResidential Rising
Residential housing is the largest form of real estate in every country, city, and village in the world—and where most have spent an unusually large portion of their time in 2020.
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White papersThe Future of Retail
For nearly 50 years, shopping centers have been one of the core holdings of an institutional real estate portfolio.
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White papersThe Future of Office
Office investing in the post-COVID-19 era comes down to having a view on the outlook for demand and if the risks on that demand outlook are fairly priced in the capital markets.
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White papersWhere to shop in retail real estate
Retail real estate has had a tough time, but we think has been unfairly written off by many investors.
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White papersData Centres: The Role and Benefits of Joint Ventures
One of the most compelling ways to build, develop, and manage specialist sector real estate properties is through a joint venture (JV) partnership.
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White papersMeasuring Impact In Real Estate: Results For Communities And The Planet
Our Annual Impact Report addresses the effects of Covid-19, shows our alignment with the Operating Principles for Impact Management, and includes multiple real estate case studies.
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White papersConcentrate! How to benefit from specialisation and diversification in real estate
Too much emphasis on geographic and sector diversification within real estate portfolios can hinder alpha generation. More focus on lease length, asset quality and other factors is a preferred means of reducing specific risks whilst allowing specialisation, argues Tim Perry.
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White papersKGAL places ESG residential real estate fund
First closing achieved in record time with equity commitments of 370 million euros
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White papersCo-Living - A Winning Hybrid Model
Serviced apartments are ticking all the boxes for a growing number of city dwellers, but they are also charming investors as a resilient alternative asset class.
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White papersRoaring or groaning ’20s for real estate?
A global pandemic kicked off the 2020s: A decade still feeling the effects of the 2007-2008 Global Financial Crisis and preceded by years of deep social, environmental and technological change in which inequality increased, extreme political views became more prevalent, climate action took centre stage for the first time and digital technology became ubiquitous.
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White papersNo Blue Period: Art as an Alternative Real Asset Investment
Technologies such as blockchain may soon enable retail and institutional investors to own shares in major paintings and other art forms.
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White papersFive charts that show Copenhagen is a city of the future
We take a visual approach to highlight why Copenhagen is such a rich, vibrant and economically prosperous city.
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White papersThe case for private U.S. commercial real estate In search of investment returns
The investment landscape since the Global Financial Crisis (GFC) more than a decade ago has been significantly impacted by a sea change in central bank policies, ushering in a period of unprecedented low interest rates and increased adoption of Keynesian approaches. Post-GFC, the Fed remained very deliberate in its removal of accommodative policy to ensure stronger growth and achieve its inflationary target of roughly 2%.
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White papersReal Estate Outlook – Europe, Edition 1 - 2021: Caution required
The European economy ends 2020 fairly battered and bruised as the second wave of the COVID-19 pandemic hit hard, both in terms of infections and the wider economy.
