Real Assets – Page 55
-
White papersHigh-Growth U.S. Logistics Hubs: East Coast Industrial Markets On The Move
In the past decade, eastern U.S. industrial markets have gained considerable market share of the collective national trade volume. U.S. West Coast (USWC) port dominance has been gradually eroding as U.S. East Coast (USEC) ports capture more and more eastbound transpacific container trade (Figure 1).
-
White papersData Centres: Critical Infrastructure for Digitising Europe
The early days of the digital revolution are over, and the world is transitioning to a newer more powerful paradigm of digitisation. Data is being created at an explosive pace with the total number of bytes produced each day expanding exponentially.
-
White papers2020-Q1 US Market Commentary
COVID-19 and the policies used to quell its spread have forced many economies around the globe into a recession. This weakness inevitably flowed through to housing data, but there are some early indications that the market is in better shape than many feared.
-
White papers2020 – Impact Of Covid-19 On The US Job Market
The COVID-19 pandemic has led to an unprecedented loss of jobs in the U.S. since social distancing measures were implemented in mid-March. Over 41 million workers have filed for State unemployment benefits and an additional 9.4 million filed for pandemic related assistance, comprising 32% of the nation’s workforce.
-
White papersUnited States - Quarterly Research 2Q 2020
The U.S. economy is awakening from the induced coma designed to “flatten the curve” of COVID-19. As activity resumes and businesses reopen, data for everything from jobs to consumption is showing a rebound from the stunningly depressed levels in the second quarter. For many data series, the initial shape of the rebound will undoubtedly be V-like, giving hope that the recovery will be as swift as the collapse. Unfortunately, the V-shape may say more about the speed and severity of the downturn than the path ahead, particularly as the curve of infections in the U.S. steepens with surging new case counts across much of the South and West.
-
White papersEuropean Real Estate - Quarterly Research Q2 2020
The Eurozone economy contracted by -3.6% quarter-over-quarter (0.1% for the fourth quarter of 2019) through the first quarter of 2020. With lockdown restrictions only beginning to act as a drag performance in late March, an even steeper decline is forecast for the second quarter of 2020.
-
White papersReality bites: Retailing in a healthy crisis
In the latest instalment of our editorial series, Link, experts from Aviva Investors’ credit, equities and real asset teams discuss the consequences of COVID-19 on the retail sector and their implications for investors.
-
White papersHow the Pandemic Changes Real Estate
The global pandemic is changing the way we live, work and play. Such behavioral changes have been felt acutely across commercial real estate markets, and the impact may only accelerate from here. But which changes are short term and which are here to stay?
-
White papersBuild, build, build: the road to recovery and returns?
Infrastructure is in the spotlight as governments look to repair their economies after Covid-19. We look at how infrastructure equity works and where we see the best opportunities.
-
White papersThe Future of Climate Change
It is undeniable that the global economy and real estate portfolios are being tested by the COVID-19 crisis. The pandemic has also accentuated the link between the economy and the drivers of climate change.
-
White papersEuropean Real Estate: Where the Opportunities are Today
Barings Real Estate’s Valeria Falcone describes how COVID-19 has changed the competitive dynamics across European property markets, and highlights where the team is finding and creating value today.
-
White papersAEW Research Flash Report - July 2020
As a result of the Covid-19 pandemic, occupiers are reassessing their needs for office space as working from home has been implemented. On the back of the 2020 GDP decline, we forecast prime office rents to come down by nearly 10% this year. So far, in 2020 Q2 take-up is down over 20% and vacancy has ticked up by 20 bps from a record low of 5.4% in Q1 2020.
-
White papersPhysical Retail “Rumours of my death have been greatly exaggerated!”
The quote, attributed to Mark Twain when he read his own obituary in a newspaper, seems an appropriate comparison for media coverage of the retail sector. Whether stories about vacant shops in town centres, the death of the high street or tenants going into administration, all appears to be doom and gloom.
-
White papersAPAC Real Estate Outlook
The APAC region was the first to be affected by the COVID-19 outbreak at the start of 2020, highlighting the downside impact of the pandemic on economies, particularly tourism arrivals and manufacturing. With the outbreak having evolved into a global pandemic, a recession scenario appears likely for the five developed APAC economies this year. These markets, however, are expected to recover relatively quickly from 1H 2021 onwards (see Figure 1), benefitting from their relative preparedness in handling the pandemic and governments’ strong fiscal and monetary support. This should help bolster investment sentiment in the APAC region.
-
White papersCovid-19 & European Real Estate Logistics: Dealing With New Market Dynamics
The lockdown measures implemented between the end of Q1 and beginning of Q2 2020 in most of the developed countries created a strong impact on consumers’ behaviors and habits that has ultimately affected the way companies run their businesses and distribute their products or services.
-
White papersTalking Points – Infrastructure debt in a COVID-19 world, June 2020
When will infrastructure companies be able to get back to “normal”?
-
White papersResearch Blast – COVID-19 European Office Markets Series, Edition 4 – July 2020
Cut beneath the noise
-
White papersWhere the euro was born
The Eurotower is Europe’s most recognisable financial building and has played a crucial role in maintaining Frankfurt’s centuries old reputations as being a major financial centre.
-
White papersThe tipping point – a new reality for offices?
As offices around the world were shut down in response to government containment measures, in an instant, the working day was shoehorned into our kitchens, bedrooms and living areas. The immediate impact on our lives was one of necessity. CEOs congratulated their teams over the speed of this transition. But, before long, the natural question arose: “Will this lead to a more permanent shift?”
-
White papersInvesco Real Estate webinar: The Outlook for Global Offices
Following the recent experience of many global office employees working from home, debate now rages on the outlook for office demand going forward, including how offices will be used and where companies should choose to locate. At this stage we are a long way from having hard answers to these issues and should expect the final outcome to differ across various markets.
