Analysis & Opinion – Page 2
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Opinion PiecesGuest view: Climate shift fuels demand for emergency air services
The demand factors for emergency aerial services remain strong
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Opinion PiecesGuest view: Could AI create the first trillion dollar real estate manager?
AI’s widespread adoption could trigger industry upheaval
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AnalysisIPE RA ESG Briefing: Regulation lag spurs private leadership in natural capital
Natural capital is transitioning from a niche concern to a mainstream investment theme
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Opinion PiecesGuest view: Spain’s blackout will happen elsewhere unless we invest in grid resilience
The Spanish blackout indicts infrastructure underinvestment, not renewables
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AnalysisIPE RA Real Estate APAC Briefing: Japanese money seeks Australian real estate
Investors are diversifying globally, finding Australia particularly attractive
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AnalysisExpo Real: Can German defence spending revive European real estate?
Amid the Munich trade fair, Richard Lowe finds an industry desperate to find its next growth story
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AnalysisIPE RA Real Estate Americas Briefing
Can Trump’s plan to use federal land solve the housing crisis?
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Opinion PiecesGuest View: Future-proofing data centres in the face of climate change
Firms are using network redundancy and physical security to enhance IT resilience
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AnalysisIPE RA ESG Briefing: Water risks from data centres demand sharper investor scrutiny
Investments in data centres have increased from $11bn in 2020 to $50bn in 2024
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AnalysisIPE RA Infrastructure & Natural Capital conference: Winds of change blow in Rotterdam
Annual investor gathering address geopolitics, energy transition, data and natural capital
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Opinion PiecesGuest view: Building resilience in climate-impacted real estate – the role of insurance
Real estate remains insurable for now, even as other sectors become uninsurable
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Opinion PiecesGuest view: Retail real estate – from pariah to performer?
In the right format and location, retail is a compelling value play
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AnalysisIPE RA Infrastructure Briefing: UK projects attract overseas pension capital
A host of overseas institutions have recently invested in two major UK infrastructure projects
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AnalysisIPE RA Real Estate APAC Briefing: Will data centres emerge as next major real estate play?
This year, APAC data centres have attracted over US$5bn in capital from global investors
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Opinion PiecesGuest view: Why investors are expanding in European grocery food retail
Sector’s defensive qualities and stable yields appeal to investors seeking security in a choppy market
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AnalysisIPE RA Asset Owners Briefing: Going long on social infrastructure
Infrastructure investors and fund managers often profess to represent ‘long-term’ capital
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AnalysisDoes a £4.7bn UK real estate fund merger reflect an existential crisis?
Why consolidation involving L&G and Federated Hermes is all about changes in the UK’s pension fund industry
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Opinion PiecesGuest view: Breaking the cycle – how today’s real estate investors can navigate macro uncertainty
Martin Towns explores the impact of recent macro upheaval on global real estate markets
