All Real Assets articles in January/February 2018 (Magazine)
View all stories from this issue.
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Magazine
Retail: No shopping maul
The end of bricks-and-mortar retail? Far from it, argue Steve Shigekawa and Brian Jones
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Magazine
Japanese investors: Land of the rising sum
Japanese investors are returning to global real estate after an extended hiatus. Florence Chong considers whether the level of investment will reach the heights of the 1980s
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Magazine
Investor Profiles: Italy
Italian pension funds have been busy diversifying into both real estate and infrastructure
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Magazine
Global Trade: NAFTA
Regardless of the future of NAFTA, global trade will in the main persevere. But the saga has opened up the question of its true relationship with real estate, writes Christopher O’Dea
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Magazine
Investor Profiles: France
The French have been investing heavily in real assets. Rachel Fixsen profiles four of the country’s biggest pension funds
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Magazine
Shipping: Favourable tide to ship out of ports
Should investors look to ships rather than ports for exposure to global trade? Christopher O’Dea explores the options
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Magazine
Retail: Europe shops as the US drops
The retail markets in the US appear to be in dire straits. Is this a reason to be bearish on European retail? No, argues Ian Kelley
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Magazine
Infrastructure Debt: Fast-forward finance
Institutional infrastructure debt markets are evolving fast, including a growing interest from investors in mezzanine strategies
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Magazine
Multi-managers: The second coming
The real estate multi-manager industry has boomed in recent years, in part thanks to a deepening secondaries market. Jennifer Bollen and Richard Lowe report
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Magazine
Brexit: Withstand and deliver
What does Brexit and the future of trade mean for UK logistics? Maha Khan Phillips finds a sector in rude health
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Analysis
Question mark hangs over logistics boom
A more protectionist world has huge implications for the global economy. And for global real estate it raises a big question mark over the markets
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Analysis
Meeting of minds: Aon/Townsend and Stepstone/Courtland mergers
Not long after Aon acquired Townsend, StepStone revealed that it planned to acquire Courtland Partners. What do these mergers say about the real estate investment advisory industry?
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Opinion Pieces
Opinion: Is bigger always better?
When looking for signs that the real estate market might be about to turn, it is always worth watching for M&A activity
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Interviews
Interview: Rushabh Desai, Allianz
One of Allianz’s latest recruits has the task of doubling its real estate investments in Asia-Pacific
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Magazine
Market Report Retail: All to play for in retail’s new order
The tail end of 2017 saw two seismic mergers in the global retail property market, and another is on the cards. Mark Faithfull investigates what is going on
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Magazine
NAFTA: US industrial property powers ahead
Despite worries about the future of the NAFTA, US industrial property has performed well, and might continue to do so. Christopher O’Dea reports
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Magazine
Belt and Road: Full steam ahead
Uncertainty hangs over global free trade agreements, but China’s Belt and Road initiative is opening up real estate opportunities in frontier markets, says Florence Chong
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Magazine
Agriculture: Food for thought
Growing trade for food across the world makes agricultural land a target for investors. Christopher O’Dea reports
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Magazine
TPP: Pacific Ocean’s 11
Although the US has withdrawn, the Trans-Pacific Partnership has the potential to boost Asia-Pacific real estate markets – especially Vietnam, says Florence Chong