Real Assets – Page 79
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White papersSpotlight on listed infrastructure - The attractions to pension schemes
Infrastructure typically gives investors access to regular, reliable and secure cashflows that grow over time and thus provide some protection from inflation generated from real, physical assets.
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White papersInvestment Case: Continental European real estate
Continental Europe’s real estate market offers investors the scope to tap into a wide opportunity set, capitalise on the region’s economic recovery and reap the benefits of diversification, while keeping risk down to levels consistent with core, income-driven investments.
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White papersFrom trend to norm - Real estate investment and sustainability
As lawmakers, investors and tenants continue to raise the bar in terms of their expectations, integrated sustainability strategies have become an essential part of real estate investment management and a key to maintaining the value of these investments.
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White papersLow rates, northern lights and net zero: UK infrastructure in 2020
In the second of a two-part series, Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of transaction activity in 2020.
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White papersResearch Blast - The logistics of Christmas – January 2020
Christmas in Europe is increasingly going online – the enduring question is: can distributors cope?
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White papersNavigating the Asia Pacific real estate market
Louise Kavanagh, Managing Director, Asia Pacific, sits down with Asset T.V. to discuss the main geopolitical risks currently shaping Asia, how the trade war is affecting investor sentiment in the region and why investors are currently favouring a defensive position.
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White papersREITs: Quality Growth and Defense for an Uncertain Marketplace
Late-cycle investing is often a challenging time for investors and asset allocators. As the longest U.S. business cycle on record marches ahead, many investors wonder how best to position their portfolios for optimal outcomes. In this brief, we offer both tactical and strategic reasons for an allocation to REITs to capitalize on the steady growth, diversification and defensive attributes they offer in today’s uncertain market.
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White papersUrban regeneration: How a secure income strategy can help revive city centres
Like other major cities, London scores highly across a range of economic metrics. But while London’s continued capacity for renewal and attracting investment is undeniably impressive, it is often in stark contrast to other UK cities. Chris Urwin, Luke Layfield and Stanley Kwong explain what can be done to make those cities more attractive, and the respective roles investors and the public sector should play in that process.
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White papers2020 European Market Outlook - Calm Before the Storm
With lower-for-longer government bond yields and economic growth expected to keep both rental growth and prime property yields low for the next five years, the European property market cycle has been extended into extra time.
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White papersAEW - European Real Estate Debt Q3 2019
In this report, we evaluate all-in interest rates and loan margins for commercial real estate (CRE) investors in the European markets by using for the first time granular loan-level data and estimating historical CRE loan loss rates.
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White papersReal estate outlook 2020: Continental Europe
As 2019 comes to a close Vivienne Bolla and Souad Cherfouh look ahead to the key themes that will shape the European real estate markets in 2020 and beyond.
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White papersReal Estate Outlook US – Edition 4, 2019
US property sector performance continues to diverge
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White papersReal Estate Outlook Europe – Edition 4, 2019
Fundamentals patchy but real estate markets robust
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White papersReal estate outlook 2020: UK
As 2019 comes to a close Jonathan Bayfield looks ahead to the key themes that will shape the UK real estate market in 2020 and beyond.
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White papersAsia Pacific Trends For 2020
With the year drawing to a close, we turn our attention to the outlook and identify the major occupier and investment trends that we expect to influence market conditions and investment performance in 2020 and beyond.
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White papersA guide to long lease real estate: Long-dated secure income for institutional investors
M&G has been generating attractive, long-dated income from long-term leases for our external clients for over a decade. In this guide, we explore the features and characteristics of the different types of long lease real estate, compare their outcomes for an institutional investor and look at the trends shaping the development of these assets.
