All Real Assets articles in January/February 2025 (Magazine)
View all stories from this issue.
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AnalysisOutlook 2025: European real estate’s special K recovery
Investors will need to embrace active asset management to capitalise on a bifurcated recovery
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AnalysisOutlook 2025: US real estate to take off after economic soft landing?
An economic soft landing bodes well for US real estate, but important questions need answering before investors get carried away
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AnalysisOutlook 2025: Infrastructure to power ahead?
Infrastructure could reach new heights in 2025, but political developments muddy the outlook
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AnalysisOutlook 2025: Housing will be a key asset class for investors
Investors will continue to target the global demand-supply imbalance in residential markets
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AnalysisMr Tariff: implications of Trump trade policies for real assets
Christopher Walker examines the implications of looming trade wars for real assets investors
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AnalysisWill Musk’s government cost-cutting agency add further pressure on US offices?
Department of Government Efficiency threatens to weigh down an already depressed sector
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Opinion PiecesIPE Real Assets January/February 2025: A year of climate and political risk?
As fires spread across the Los Angeles metropolitan area in California in early January, scientists confirmed that 2024 had been the hottest year on record
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Special ReportsTop 50 natural capital investors 2025: Fertile asset class
Total assets among the largest institutional investors grows to €76bn
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Special ReportsTop 40 natural capital investment managers 2025: Fields, forests, fast
The convergence of large timber and agriculture specialists is helping to fuel growth
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AnalysisEuropean real estate fund managers push ahead with ESG agenda
Volatile global political backdrop not deterring investors from targeting net-zero objectives
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Special ReportsAgriculture specialist Cibus Capital mulls move into carbon credits
Florence Chong speaks to consultant investment director Damon Petrie
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Special ReportsNew Forests: Ploughing a new furrow in agriculture
Fifth-placed New Forests has big plans for its agriculture arm. Florence Chong speaks to head of New Agriculture Bruce King
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Special ReportsMacquarie: Growing up fast in agriculture
Macquarie has been expanding fast in Australia’s agriculture sector. Florence Chong speaks to Colin Rigg
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Special ReportsRegenerative agriculture: Back to life
Institutional investment managers are taking a lead role in the urgent need for regenerative farming
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Special ReportsBCI: A global partnership approach in renewable resources
In 20 years, BCI has built up a sizeable direct natural capital portfolio with strategic partners, Owen Martin tells Christopher Walker
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Special ReportsThe birth of a biodiversity credits market?
Florence Chong explores the early progress being made to amid urgent need for ‘nature repair’
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Special ReportsExperienced Danes branch out in natural capital
Danish pension funds like Sampension have been some of the earliest adopters and today they embrace a broadening asset class. Pirkko Juntunen reports
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Special ReportsCampbell Global: Headed for the trees
CEO John Gilleland tells Christopher Walker why institutional investors will continue to take cover in timberland
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Special ReportsStafford Capital: Taking the (carbon) credit
Secondaries specialist Stafford Capital has expanded into the carbon credits market through new afforestation strategies. Florence Chong speaks to CEO Angus Whiteley
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Special ReportsPSP Investments: Natural capital perfect match for pension funds
Marc Drouin explains to Christopher Walker why PSP Investments has allocated so much capital to agriculture and timber
