All Real Assets articles in July/August 2019 (Magazine)
View all stories from this issue.
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AnalysisIs infrastructure on the right track?
Infrastructure fund managers had a record fundraising year in 2018 – and according to Preqin, 2019 could be even bigger. Although capital raised in the second quarter of this year was lower than it was in Q1, infrastructure was the only private capital asset class to see fund closures accelerate between March and June.
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AnalysisUS infrastructure plan: Roadkill
It was the one area expected to attract bipartisan support. But the US’s desperately needed infrastructure plan has fallen victim to political gridlock, says Christopher O’Dea
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MagazineNew York: Still top of the heap
New York continues to demonstrate its resilience as one of the world’s biggest global real estate investment targets. Christopher O’Dea reports
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MagazineGet in the (opportunity) zone
Nearly 9,000 areas in the US have officially become ‘opportunity zones’. Christopher O’Dea asks whether institutional investors should set foot in them
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InterviewsInterview: Wendy Norris, Future Fund
It has an absolute-return target to meet, so the Future Fund has been taking profits from real assets when it can. Wendy Norris speaks to Florence Chong
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MagazinePortfolio: Family offices up their game
Family offices are becoming bigger players in global real estate markets. Thomas Wiegelmann and Morten Bennedsen explore their unique requirements
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Special ReportsListed infrastructure managers: Diverse opportunity set
Fund managers of listed infrastructure vary widely in their approach, but they all make the case for active strategies. Stephanie Schwartz-Driver reports
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MagazineDemographics: A fragmented opportunity
An ageing population clearly supports investment in UK retirement assets. But deploying capital into the sector is far from straightforward, writes Maha Khan Phillips
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AnalysisComing soon: global open-ended funds
Why the emergence of global, open-ended core funds might be more than just a pipe dream. Richard Lowe reports
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MagazineRetail property: Convert it and they will come
With conventional retailing in the UK and US facing unprecedented challenges, could the future of shopping centres be about radically re-engineering sites? Mark Faithfull and Christopher O’Dea report
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Opinion PiecesOpinion: Trade winds of change
What do rising trade tensions between the US and China mean for real assets? Anton Pil looks at the asset class most likely to be affected
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MagazineDemographics: Germany shows its caring side
Germany’s care-home provision is rapidly changing and could be an important investment opportunity, says Indraneel Karlekar
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Special ReportsWhitehelm Capital: The manager with a smart strategy
Whitehelm Capital has Dutch investor APG on board for its Smart Cities Fund. Christopher O’Dea reports
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MagazineFlexible workspace: Look beyond WeWork
WeWork is grabbing the headlines with its planned IPO, but the company makes up a small slice of a burgeoning global flexible workspace market, writes John Williams
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MagazineMarket Report: Banking on Brazil
The economic and political fortunes of Brazil are unpredictable, says Florence Chong. But some investors have made big bets on the country
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InterviewsCPPIB bets on Asia-Pacific
Since the financial crisis, CPPIB has built an extensive Asian real estate portfolio. Florence Chong speaks to the man behind the expansion, Jimmy Phua
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MagazineAgriculture: Germ of an asset class
Although institutional investment in agriculture remains minimal, this could change with structural shifts on the horizon. Florence Chong reports
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Opinion PiecesOpinion: Financing infrastructure after Brexit
While the shape of the UK’s future relationship with its European neighbours is still unclear, the question of how to finance infrastructure fit for the 21st century is equally pressing, argues Darryl Murphy
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AnalysisAre European sale and leasebacks about to take off?
With the launch of LeadCrest and a large transaction by Income Realty, the European sale-and-leaseback market suddenly got busier. Rachel Fixsen reports
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Special ReportsTop 75 Infrastructure Managers: Hard to avoid crowds
One of the appeals of mid-market strategies is the ability to avoid competition at the large end of the market. Christopher O’Dea asks whether this space is becoming too crowded as well
