Real Assets – Page 58
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Top 10 with… Interview with Dalibor Maksimovic on Swiss Real Estate Securities
10+ years of quality client service, attractive cash flows and diversification
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European Real Estate Research Quarterly
In the midst of a pandemic, some European real estate sectors are thriving, and should emerge stronger in the end, while others are merely surviving. The Barings Real Estate team weighs in on the shifting opportunity set—and why the overall outlook remains positive.
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Real Estate: flexibility and adaptability in challenging times
The impact of the coronavirus pandemic is being felt across global real estate markets: it has changed the way people live and work. But what does it mean for the future of real estate? And will it thrust challenges already facing the industry into the spotlight?
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AEW Research Flash Report - August 2020
To learn more about the immediate impact of the COVID-19 crisis on the Asia Pacific real estate property markets, we invite you to read a brief update by Asia Pacific’s Director of Research, Glyn Nelson. This report will be distributed intermittently over the following months as the COVID-19 situation evolves and we monitor its impact, real or potential.
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UK Offices “The Future of Offices Post Covid-19”
The current Covid-19 crisis and lockdown raises existential questions for many businesses over their corporate office requirements. With many companies forced to learn first-hand of the benefits (and disadvantages) of ‘flexible’ home-working, what role can offices play in the future?
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Swipe right: The Tinder effect on real estate
It can be hard to perceive how society, and consequently our use of real estate, is changing. Sometimes, major structural trends are hiding in plain sight, says Chris Urwin.
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High-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).
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Data 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.
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2020-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.
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2020 – 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.
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United 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.
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European 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.
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Reality 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.
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How 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?
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Build, 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.
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The 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.
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European 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.
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AEW 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.
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Physical 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.