IPE Real Assets Analysis – Page 4
-
Analysis
Analysis: Renewables become riskier
What do rising energy prices and a cost-of-living crisis mean for energy infrastructure investors? Lauren Mills reports
-
Analysis
Analysis: Is now the time for opportunistic real estate investors?
Capital values are beginning to decline just as the cost of debt is going up
-
Analysis
Analysis: Australian super funds embrace A$10bn housing scheme
The Australian government is turning to super funds to help build more homes
-
Analysis
Analysis: Global real assets investors reassess China
Country’s real estate market is now becoming a ‘high-risk play’ for foreign institutional investors
-
Analysis
UK sets out sustainable fund labels that move beyond the EU’s SFDR
FCA’s proposals could be appropriate for real estate retrofit strategies
-
Analysis
UK real estate to see ‘across the board’ repricing and forced sales
Rapidly rising interest rates could push lenders to become ‘less forgiving’, experts warn
-
Analysis
Solvency 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
-
Analysis
Analysis: 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
-
Analysis
IPE 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.
-
Analysis
IPE 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
-
Analysis
IPE 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
-
Analysis
Analysis: Real estate investors pause and reassess global markets
Transactions volumes and return expectations fall as market enters ‘price discovery’ mode
-
Analysis
Church Commissioners: Forests are valuable in more ways than one
Chris West explains how responsible forestry has become a mainstay for the investment portfolio
-
Analysis
Net 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
-
Analysis
Analysis: 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
-
Analysis
A 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
-
Analysis
Inflation will reveal weaknesses in real estate assets
Real estate is widely regarded as a hedge against inflation, which is running at a 40-year high. Residential investments seem set to outperform the rest, finds Lauren Mills
-
Analysis
IPE Real Assets July/August 2022: The net-zero marathon has started
There is a race on, and everyone must take part. But no one yet knows the course or the difficulty of the terrain.
-
Analysis
Mangroves: A natural route to resilient infrastructure
Alejandro Litovsky explains how these deep-rooted forests can be used to boost climate resilience in real assets
-
Analysis
Why Coima RES founders want to take the Italian REIT private
Public markets will not be able to support planned growth phase, says Manfredi Catella