Latest Analysis – Page 7
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AnalysisOnshoring: Geopolitics, deglobalisation and the implications for logistics
Geopolitical uncertainty and deglobalisation is prompting a reconfiguration of global supply chains – with implications for logistics real estate. Florence Chong reports
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AnalysisThe Big Story: Trump's re-election and the outlook for real assets investment
What will Donald Trump’s second term as US president mean for real estate and infrastructure? Christopher Walker investigates
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AnalysisEuropean Real Estate Forum's Jeff Rupp on giving the industry a say in regulation
EREF brings together 48 organisations to give the European real estate industry a singular voice. Christopher Walker speaks to founder Jeff Rupp
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AnalysisNearshoring: Mexico takes a lead in logistics and manufacturing
Florence Chong speaks to Andrew McDonald-Hughes about the ascent of Mexico as a manufacturing and export hub
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AnalysisDeglobalisation and real assets investing
Cracks in the post-war world order are prompting investors to start thinking about the future of global real assets investing. Florence Chong reports
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AnalysisData centres turn to nuclear to feed the power demand of AI
AI is so power-hungry that tech companies are turning to nuclear to power their data centres. Florence Chong reports on the new data-energy race
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AnalysisAirport investments return along with rising passenger numbers
Air travel has rebounded since the global pandemic, and airports are once again changing hands. Florence Chong reports
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AnalysisOpportunities for data centre investment in the face of growing demand
Tania Tsoneva assesses the opportunities and challenges posed by data-centre investment today
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AnalysisAddressing the demand for European residential real estate funds
People, government and investors all want more housing. Christopher Walker explores the growing market for European residential funds
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InterviewsGresham House's Olly Hughes makes the case for sustainable timber
The Gresham House managing director warns against overlooking sustainable timber amid today’s new wave of natural capital. Interview by Lauren Mills
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AnalysisCOP16: Indigenous peoples and businesses both vital to biodiversity conservation
The recent COP16 in Colombia emphasised the dual importance of indigenous peoples and businesses in biodiversity conservation. Christopher Walker reports
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NewsCapital Raising Briefing: UK PM demands more private sector investment in climate change
UK pension funds step up commitments to green energy
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AnalysisOptimism returns to Expo Real but questions remain about market recovery
Investors in Munich try to predict the nature of the ‘next chapter’ of the asset class
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AnalysisPCRAM: the climate risk methodology infrastructure investors need to be aware of
Devised by IIGCC, the methodology evaluates the cost of ignoring climate risk
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AnalysisWhat the EU AI Act means for real estate
Nikodem Szumilo and Thomas Wiegelmann outline the implications for the EU’s efforts to regulate AI
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AnalysisIs now the time to look at developed market REITs?
With interest rates high – but cuts on the horizon – is now a time for investors to revisit developed-market REITs? Razak Musah Baba explores
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AnalysisThe UK seeks to ignite a ‘big bang’ and adopt the ‘Canadian model’
Will a ‘big bang’ pensions reform enable the UK to adopt the ‘Canadian model’ and direct billions of pounds into infrastructure? Christopher Walker and Richard Lowe, report
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AnalysisThe Big Story: real assets under Trump 2.0
Polling is on a knife-edge, but what would a second Trump presidency mean for real assets? Christopher Walker investigates
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InterviewsInterview: Jim Clayton on the collision between real estate and infrastructure
The Schulich professor explains why the merging of real estate and infrastructure needs to be understood
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InterviewsHow Texas TRS capitalised on the spread between public and private real estate
US pension fund set up tactical REIT strategy to take advantage of public-private arbitrage opportunity last year. Christopher Walker talks to the architect
