IPE Real Assets Analysis – Page 3
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AnalysisRailpen refocuses residential investment strategy in wake of UK cladding crisis
Pension fund to ditch consumer-facing opportunities in favour of investments leased to corporate entities
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AnalysisIvanhoé Cambridge’s co-living ambitions
Canadian investors has big plans for sector following Cohabs investment
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AnalysisA ‘watershed moment’ for real estate
The year 2022 will be looked back on as marking the end of a remarkable era for real estate
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AnalysisAnalysis: Does the UK pose an opportunity for real estate debt funds?
Banks are retrenching from the market, so alternative lenders could fill the gap. Lauren Mills and Richard Lowe report
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AnalysisAnalysis: Renewables become riskier
What do rising energy prices and a cost-of-living crisis mean for energy infrastructure investors? Lauren Mills reports
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AnalysisAnalysis: Is now the time for opportunistic real estate investors?
Capital values are beginning to decline just as the cost of debt is going up
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AnalysisAnalysis: Australian super funds embrace A$10bn housing scheme
The Australian government is turning to super funds to help build more homes
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AnalysisAnalysis: Global real assets investors reassess China
Country’s real estate market is now becoming a ‘high-risk play’ for foreign institutional investors
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AnalysisUK sets out sustainable fund labels that move beyond the EU’s SFDR
FCA’s proposals could be appropriate for real estate retrofit strategies
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AnalysisUK real estate to see ‘across the board’ repricing and forced sales
Rapidly rising interest rates could push lenders to become ‘less forgiving’, experts warn
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AnalysisSolvency II reform – finally an end to Europe’s cognitive dissonance?
Europe should take note of the UK’s intentions to reform its post-Brexit insurance regulations, writes Barkha Mehmedagic
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AnalysisAnalysis: Biden’s bill a boon for green infrastructure?
US President Joe Biden’s misleadingly titled Inflation Reduction Act could have big implications for real assets. Christopher Walker reports
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AnalysisIPE Real Assets September/October 2022: Infrastructure faces its next test
Among other attributes, infrastructure has always been billed as an asset class that can provide a stabilising influence on portfolios at times of volatility, disconnected from the swings of the public markets and – in many cases – economic cycles. This selling point was tested during the pandemic. Putting to one side the disruption to transport assets, which have subsequently recovered, it largely passed.
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AnalysisIPE RA Conference: Infra investors need more data to hit net-zero targets
Data among four key risks for asset class during decarbonisation efforts, delegates hear
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AnalysisIPE RA Conference: Boost investment to escape energy crisis, IEA warns
Projects could be hampered by inflation, supply chain issues and a shortage of specialised labour
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AnalysisAnalysis: Real estate investors pause and reassess global markets
Transactions volumes and return expectations fall as market enters ‘price discovery’ mode
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AnalysisChurch Commissioners: Forests are valuable in more ways than one
Chris West explains how responsible forestry has become a mainstay for the investment portfolio
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AnalysisNet zero: How EBRD’s HQ went from core investment to value-add project
Ten years after PNB bought One Exchange Square, the 1980s building is being overhauled
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AnalysisAnalysis: MSCI’s long-awaited global property index could be well timed
Quarterly valuation index arrives 10 years after IPD acquisition and should complement RCA indices
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AnalysisA choice for real estate fund managers: Luxembourg or UK?
UK managers should reconsider the future of their fund jurisdictions in view of treaty change and the UK funds regime review
