All Real Assets articles in July/August 2025 (Magazine)
View all stories from this issue.
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AnalysisGLIL infrastructure fund gears up for the next 10 years
As it marks its 10th anniversary, the UK infrastructure platform looks ahead to a new decade of growth and diversification
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Special ReportsTop 100 Infrastructure Investment Managers 2025
Total AUM rises to €2.52trn and the top 10 consolidate their positions, writes Richard Lowe
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Opinion PiecesIPE Real Assets July/August 2025: New era of diversification vs deglobalisation?
The rise of ‘deglobalisation’ could disrupt the previously smooth trajectory of geographic diversification within infrastructure and real estate
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AnalysisChange of the guard at M&G’s $7bn Asia-Pacific core fund
Florence Chong speaks to fund managers Richard Van den Berg and Jason Leong
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Special ReportsAchal Bhuwania, Equitix: At the frontline of the infra boom
Chief investment officer Achal Bhuwania discusses Equitix’s rapid expansion amid global shifts in the allocation of infrastructure capital. Christopher Walker reports
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Special ReportsTorbjorn Caeser, Actis: Why not invest in ‘most of the world’?
Investors could be missing out on the biggest opportunities by avoiding the ‘risk’ of emerging markets. Richard Lowe speaks to Torbjorn Caesar
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Special ReportsFrenzied M&A activity reflects major trends in infrastructure
Christopher Walker explores the factors driving continued M&A activity among infrastructure managers – and finds a range of motivations
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InterviewsSuper collider: Alek Misev, Mark Hector on combining real assets at Aware Super
Aware Super has brought its property and infrastructure teams together to capture opportunities in freight. Interview by Florence Chong
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AnalysisJapanese capital begins to show its global real estate ambitions
Constrained by limited growth prospects at home, Japanese real estate investors are flexing their muscles abroad
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AnalysisJapan draws record real estate inflows amid global uncertainty
Global capital is flocking to the Land of the Rising Sun in search of market stability and liquidity as local companies move to shed assets
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Special ReportsApollo on financing the ‘global industrial renaissance’
Harry Seekings and Olivia Wassenaar explain Apollo Asset Management’s ‘picks and shovels’ strategy to Christopher Walker
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AnalysisCould Asia-Pacific real estate benefit from US uncertainty?
Despite experiencing a recent decline in transactions, some Asia-Pacific might attract a bigger slice of capital flows
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AnalysisInvestors eye water security as critical asset
With the availability of water becoming a pressing global concern, investors are eyeing opportunities
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AnalysisWhy European REIT M&A is back on the table
Public-to-public transactions are on the rise as listed companies seek to gain scale and relevance in the eyes of global investors. Virna Asara reports
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Special ReportsJon Kelly, Blackstone: A return to ‘old-school infrastructure investing’
Blackstone is keen on European infrastructure right now. Richard Lowe speaks to Jon Kelly about the €55bn infrastructure arm’s intentions for the region
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AnalysisScaling up natural capital to boost investor returns
Opportunities in natural capital investments are gathering pace, but concerns are being raised within the industry about the impact of government policy shifts
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InterviewsSavills IM builds out its natural capital capabilities
A year after it was first established, the real estate firm’s natural capital division is celebrating its first mandate and has plans to further tap into land’s potential
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AnalysisFarming’s shift to digital entices investors
Can institutional investors play a role in digitally enabled, large-scale food production – and reap the financial returns?
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AnalysisShop until it drops: The return of retail property
Retail real estate deals have made a significant contribution to volumes at the start of 2025, as investors are impressed by the sector’s attractive returns
