Analysis & Opinion – Page 8
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Opinion Pieces
Guest view: Understanding hydrogen and unlocking its net-zero potential
Plans for low-carbon hydrogen production offer ‘tremendous opportunity for investors’
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Analysis
Analysis: UK govt advised to attract more private infrastructure investment
National Infrastructure Assessment published two weeks after HS2 U-turn
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Opinion Pieces
Guest view: Pathways to decarbonising the maritime industry
Nicola Palmer explains how shipping poses a distinct set of challenges when it comes to energy transition
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Analysis
HS2: UK’s major infrastructure U-turn dismays global institutional investors
Real assets investors respond to the scrapping of the UK’s high-speed rail extension
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Analysis
San Franciso office market begins to unlock as sellers become ‘more realistic’
Blackstone’s discounted sale of North Park building reflects narrowing of bid-ask spread
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Opinion Pieces
Guest view: Why the office market could be having its ‘internet’ moment
A structural change in the sector could be larger than the one retail underwent from 2007
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Analysis
Germany’s plan to boost investment in housing not enough, investors say
Government’s 14-point plan a step in the right direction, but unlikely to have immediate effect
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Analysis
Investors target infrastructure for inflation protection and net zero
Cost-of-living crisis raises concerns over political/regulatory risks, survey and conference suggests
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Opinion Pieces
Guest view: Real estate’s ‘triple threat’ from the climate crisis
The challenging economic environment may hinder the implementation of sustainable practices
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Analysis
APG launches CRREM-compliant listed property index for Dutch pension funds
Dutch investment manager creates passive solution to filter out poorly performing listed stocks
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Opinion Pieces
Guest view: Liquidity shortfall provides €720bn opportunity for alternative lenders
Fabio Longo outlines how turmoil in the banking sector is creating a vacuum in the real estate financing market
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Opinion Pieces
Guest view: Bring asset classes together to solve society’s big questions
Today’s once-in-a-generation convergence of technologies will change infrastructure landscape
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Opinion Pieces
Guest view: Property fund managers need comprehensive ESG disclosures
Managers that proclaim sustainability credentials of funds must also operate them sustainably
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Opinion Pieces
Guest view: UK energy grid upgrade requires a change in thinking
Government should support smaller power producers while promoting energy efficiency, writes Richad Lum
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Analysis
Thames Water: Lessons of reputational risk for pension funds?
Institutional investors might change their perceptions of such ‘safe investments’ in the future
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Opinion Pieces
Guest view: Closing the UK’s infrastructure gap
Jonathan Roe asks: Is it time to rethink the role of private capital in funding greatly needed projects?
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Analysis
Thames Water: Private equity model was allowed to ‘outflank the regulator’
Did the Ofwat’s approach encourage investors to increase leverage and reduce investment?
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Opinion Pieces
Guest view: What’s the trouble with offices?
The US cities face big a problem with class-B offices. But the situation could generate opportunities
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Opinion Pieces
Guest view: Let our SME real estate fund managers flourish
Melville Rodrigues suggests a fairer basis for SME managers to unleash their entrepreneurial potential
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Opinion Pieces
Guest view: Loosening US monetary policy now would be a mistake
The Federal Reserve needs to focus on bringing down inflation, writes Eric Adler