Latest Analysis
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AnalysisIPE RA Infrastructure & Natural Capital conference: Winds of change blow in Rotterdam
Annual investor gathering address geopolitics, energy transition, data and natural capital
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AnalysisIPE RA Infrastructure Briefing: UK projects attract overseas pension capital
A host of overseas institutions have recently invested in two major UK infrastructure projects
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AnalysisIPE RA Real Estate APAC Briefing: Will data centres emerge as next major real estate play?
This year, APAC data centres have attracted over US$5bn in capital from global investors
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AnalysisIPE RA Asset Owners Briefing: Going long on social infrastructure
Infrastructure investors and fund managers often profess to represent ‘long-term’ capital
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AnalysisDoes a £4.7bn UK real estate fund merger reflect an existential crisis?
Why consolidation involving L&G and Federated Hermes is all about changes in the UK’s pension fund industry
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AnalysisIPE RA Real Estate Europe Briefing: Capital reallocation from US fuels Europe
Capital reallocation from US fuels European real estate market revival
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AnalysisIPE RA Real Estate APAC Briefing: Is ‘flex living’ the living sector’s next chapter?
Bending student housing, permanent rentals and co-living to create ‘flex buildings’
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AnalysisIPE RA Real Estate Americas Briefing: Retail in the age of convenience culture
Occupancy rates at grocery-anchored centres have consistently outperformed non-anchored peers
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AnalysisIPE Real Assets ESG Briefing: ESG priorities shifting but remain a top priority in Europe
The strategic priority of ESG has fallen to pre-2021 levels in global importance
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AnalysisBan on upward-only rent reviews could be ‘nail in the coffin’ for UK office sector
The proposed provisions in the Devolution Bill are likely to impact office landlords the most, placing particular pressure on secondary stock
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AnalysisWhat does the overhaul of the UK’s water industry mean for infra investors?
The government has responded immediately to a review of the UK’s troubled water sector
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AnalysisReal assets fund managers respond to EU nature credits roadmap
Roadmap well intentioned, but lessons should be learnt from the UK and carbon markets
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AnalysisIPE RA Real Estate Europe Briefing: Investors flock to Spanish retail amid strongest sales growth in years
Iberian Peninsula claimed Europe’s top three retail transactions by value in Q1
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Analysis‘Big, beautiful bill’ supports US real estate but hits sustainability and renewables
President Donald Trump is delivering a radically new environment for real assets in the US
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AnalysisIPE RA Real Estate APAC Briefing: US policy uncertainty pushes Australian super funds to Europe
Australia funds have already allocated capital to Europe
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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
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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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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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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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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
