Latest Analysis – Page 10
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AnalysisHow can UK alternative fund managers access European investors post-Brexit?
With the EU passport no longer available, Melville Rodrigues considers the solutions for UK managers
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AnalysisEditorial: The race for a recovery
The first COVID-19 vaccine could be could approved and ready for distribution by mid-December. But for many for many it might still be too late to avoid collapse in the near term
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AnalysisAnalysis: The great transition challenge for US energy infrastructure
Could cooperation between Joe Biden and Mitchell McConnell enable a $2trn post-Trump infrastructure programme?
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AnalysisGLIL: The role for pension funds in the future of UK infrastructure
The future of UK infrastructure investment rests with the country’s pension funds, writes Ted Frith
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AnalysisAnalysis: Blackstone keeps life sciences real estate in perpetuity
Private equity giant active on both sides of $14.6bn BioMed trade
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AnalysisEditorial: An existential crisis?
The rise of online shopping fairly quickly had people asking themselves: do I really need to go to a store? Today, the effect that Amazon, et al has had on bricks-and-mortar retail is clear to see.
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AnalysisCan bulk annuity providers save the UK?
The UK economy is suffering, but some believe the country’s insurers can use their financial heft to kickstart an infrastructure boom. Joe McGrath investigates
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AnalysisIPE RE Conference: Investors expect Asia-Pacific to lead global recovery
Region expected to see the greatest share of global investment in the next two years
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AnalysisIs the writing on the wall for UK open-ended property funds?
Will plans to introduce redemption notice periods undermine the appeal for retail investors?
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AnalysisBlake O’Donnell: Are skyscrapers a thing of the past?
Will the forced experiment in home-working bring an end to demand for office? Blake O’Donnell explores the potential changes to real estate cause by COVID-19 lockdown
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AnalysisDarryl Murphy: Private capital must play a role in UK’s ‘infrastructure revolution’
Aviva Investors managing director proposes a 10-point plan for UK infrastructure
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AnalysisEditorial: This time it’s a crisis of the real world
Real assets have been in vogue for some time. They can generate secure income, avoid the volatility of the public markets and they are tangible. And so they have at once provided a tonic for low interest rates, a safe haven from unpredictable stock markets and an ...
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AnalysisEditorial: Real estate faces sweeping changes
For years now, institutional investors have been wondering when the global real estate boom – which has stretched for a good 10 years – would finally come to an end. Downturns are normally precipitated by something unexpected, and the industry has been scouring the horizon for potential black swans. Brexit and a global trade war had been looking like the most likely culprits, but these dangers had been visible for some time.
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AnalysisAnalysis: COVID-19, the great real estate catalyst
The coronavirus crisis will only accelerate current trends in the real estate investment industry
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AnalysisAnalysis: Ain’t nothing going on but the rent
Today’s crisis is striking at the heart of the real estate rental income, an asset class renowned for its stable cash flows
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AnalysisAnalysis: What are REITs saying about private real estate?
Listed real estate’s recent wild ride offers clues to where private-asset values are headed
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AnalysisGreen Street: Are there bargains to be had in European REITs?
European listed property companies have fared worse than the broader stock market, and they offer interesting entry points
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AnalysisAnalysis: Testing times for infrastructure
Infrastructure is often marketed as a stable and secure asset class. COVID-19 is putting the reputation to the test
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AnalysisInvestors brace for rough ride across Europe’s consumer-facing real estate sectors
Social distancing, travel bans and closures have decimated incomes for retail, F&B and leisure tenants
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AnalysisCOVID-19: Immediate and long-term effects on RE could be substantial [corrected]
Slowdown in transactions, denominator effect and the acceleration of long-term structural shifts
