Real Assets – Page 80
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White papersThink Asia Pacific cities 2020 outlook
The outlook heading into 2020 Asia Pacific’s is showing clearer signs of improvement after the significant headwinds for Asia-Pacific’s growth landscape in 2019 – particularly from the United States-China trade tensions which softened global business sentiment and trade.
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White papersAsia Real Estate Market Outlook - December 2019
Asia Pacific real estate continues to attract strong capital inflows, with returns expected to remain resilient amid more accommodative macro policies and balanced supply and demand. This paper highlights areas of strong potential returns and resilient income, including logistics markets with more sizeable consumer bases, office properties where there is a healthy demand from growth sectors and residential in gateway cities reflecting population growth.
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White papers2020: Risks, Opportunities & Predictions (Part 2/2)
Where can investors find late-cycle value in fixed income? Are real estate investors being compensated for risks? In Part 2/2, we hear from Barings’ leaders across high yield and investment grade credit, private credit, private equity and real estate.
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White papers2020: Compelling Opportunities
Barings’ experts across real estate, private equity and fixed income discuss where they expect to see compelling opportunities in the year ahead.
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White papersNet Zero – An Opportunity for Real Estate
In 2019 the UK government announced a target of ‘net zero’ for UK greenhouse gas (GHG) emissions by 2050 following recommendations made by the Committee on Climate Change. This led to a change in legislation that came into force on 27 June 2019, which amended the Climate Change Act 2008 target of an 80% reduction in GHG emissions compared with the 1990 levels. This amendment to the Climate Change Act made the UK the first member of the G7 group of industrialised nations to legislate for ‘net zero’ carbon emissions.
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White papersThe growing opportunity in European consumer credit
European consumer credit is one of the largest and most diverse loan asset classes in Europe. It has also had resilient performance through economic cycles. Historically, these assets have remained confined to banks’ balance sheets, but structural change in the banking landscape in Europe is opening up a sector previously inaccessible to institutional investors.
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White papersEuropean office occupier market - The rise (and fall?) of European serviced office providers
After the turmoil surrounding the failed IPO of WeWork, it seems an astute time to take stock of the state of the occupier market and consider some of the longer-term implications for landlords
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White papersProperty Market Overview: Q3 2019
The UK economy managed to avoid a technical recession in Q3, GDP grew by 0.3% during the three months to September, following a 0.2% decline in output in the second quarter. The services and construction sector both delivered positive output over the period of 0.4% and 0.6% respectively, while the manufacturing sector flatlined. Even so, a slew of weaker readings on the domestic economy suggests that the underlying pace of economic activity will be subdued in the final quarter.
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White papersReal Estate Outlook – Edition 4, 2019
Returns slowing but rate cuts supportive of sector
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White papersSpace as a service: The rise of flexible working
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.
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White papersItalian real estate market
The relation between Italian Government bond rates and the local real estate market.
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White papersReal Assets Study
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.
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White papersImpactful intent: housing for a sustainable future
We believe that we can use our platform at Hermes to deliver a vision of a sustainable future that can help create social cohesion and hasten the transition to a post-carbon economy.
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White papersThe global appeal of hospitality real estate: a Preqin & Pro-invest report
Outperformance is attracting a record amount of international capital into the sector
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White papersConnections and communities
Today, a handful of urban centres are pulling away from their rivals – creating more innovation, more growth and more jobs. Those changes have deep implications; understanding them and what they mean for local communities takes joined-up thinking.
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White papersCapitalizing on an inefficient market - The case for active REITs
When it comes to choosing ‘active’ versus passive management in REITs, the proof of ‘why active’ is in the results.
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White papersA case for commercial mortgage-backed securities
Years of accommodative central bank policy and slow economic growth have pushed yields down and asset values up. Mounting growth concerns and a transitioning global economy will only add to the challenges for investors.
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White papersM&G Europe Real Estate Market Outlook
Growth outlook softens but mixed sentiment for European economies. Real estate continues to offer relative value as investors switch to safe haven asset Attractive qualities of European residential to expand its investible universe Growth potential of European logistics makes it a long-term strategic bet Positive dynamics of office sector ...
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White papersRising Development Costs - A Silver Lining For Commercial Real Estate?
Nationwide, new commercial real estate (CRE) occupancies are near record highs across all sectors amidst a slower pace of new development. Rising construction costs have limited new supply of institutional-quality property and prolonged much-needed updates to functionally obsolete property. Overall, U.S. commercial building costs have risen 30% over the past decade.
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White papersQuarterly update on drivers in real assets - Q3 2019
In our regular update on drivers in real assets, we assess the impacts of a possible downturn in the euro zone. We touch on cash generation, the valuation outlook and the significance of security and ranking in the capital structure.
