Analysis & Opinion – Page 9
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AnalysisThames 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 PiecesGuest 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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AnalysisThames 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 PiecesGuest 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 PiecesGuest 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 PiecesGuest view: Loosening US monetary policy now would be a mistake
The Federal Reserve needs to focus on bringing down inflation, writes Eric Adler
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AnalysisNet zero: Can institutional investors address the UK’s housing challenge?
If the UK is to reach net zero, it will need to do something about its swathes of inefficient housing
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Opinion PiecesGuest view: Let’s get the UK’s Reserved Investor Fund done
The RIF presents transformative opportunities for UK fund managers, writes Melville Rodrigues
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Opinion PiecesGuest view: European commercial real estate remains more robust than in the US
Fears are growing about the next pressure point on US banks emanating from commercial real estate
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Opinion PiecesGuest view: How the Inflation Reduction Act has pushed the US into climate leadership
US strategy to reduce emissions and lower energy bills should be adopted around the world
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Opinion PiecesGuest view: Property fund managers must adopt common sustainability valuations
Attempts are being made to bridge the gap between valuers and managers, write Sam Carson and Paul Richards
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Opinion PiecesGuest view: The prospects for long-term investing in Saudi Arabia
The country is buoyed by energy prices, expanding tourism and robust demographics, writes Alexis Crow
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AnalysisWhat do interest rate rises really mean for real estate investors?
Moves by central banks this week could have implications for the asset class
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AnalysisMIPIM: It is not 2008, but 2023 is just as challenging
The mood in Cannes reflected the overwhelming array of uncertainties facing property investors
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Opinion PiecesGuest view: Answers to Europe’s affordable housing malaise
Capital is waiting to be deployed into European housing, but smart policy is also needed
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Opinion PiecesGuest view: Let’s have easier fund access rights for UK managers in Europe
EU and UK should build on the pragmatism of the ‘Windsor framework’, writes Melville Rodrigues
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Opinion PiecesGuest view: Should UK real estate managers adopt FCA’s SDR labels?
Oliver Light and Melville Rodrigues explain why fund managers should get ahead of regulations
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AnalysisUS real estate: ‘pencils sharpened, not pencils down’
PGIM Real Estate is forecasting a US recession for 2023, but that is not a reason to avoid the market
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AnalysisAnalysis: Is the UK’s net-zero review good news for infrastructure investors?
Institutional investment industry reacts to former energy minister Chris Skidmore’s proposals
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Opinion PiecesGuest view: Why we see favourable entry points emerging for REITs
Listed REITs have likely priced in a recession; Analysis points to recovery next



