Latest Analysis – Page 10
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Opinion PiecesGuest view: Pathways to decarbonising the maritime industry
Nicola Palmer explains how shipping poses a distinct set of challenges when it comes to energy transition
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AnalysisHS2: UK’s major infrastructure U-turn dismays global institutional investors
Real assets investors respond to the scrapping of the UK’s high-speed rail extension
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AnalysisSan Franciso office market begins to unlock as sellers become ‘more realistic’
Blackstone’s discounted sale of North Park building reflects narrowing of bid-ask spread
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AnalysisGermany’s plan to boost investment in housing not enough, investors say
Government’s 14-point plan a step in the right direction, but unlikely to have immediate effect
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AnalysisInvestors target infrastructure for inflation protection and net zero
Cost-of-living crisis raises concerns over political/regulatory risks, survey and conference suggests
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Opinion PiecesGuest view: Real estate’s ‘triple threat’ from the climate crisis
The challenging economic environment may hinder the implementation of sustainable practices
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AnalysisAPG launches CRREM-compliant listed property index for Dutch pension funds
Dutch investment manager creates passive solution to filter out poorly performing listed stocks
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AnalysisThames Water: Lessons of reputational risk for pension funds?
Institutional investors might change their perceptions of such ‘safe investments’ in the future
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AnalysisThames Water: Private equity model was allowed to ‘outflank the regulator’
Did the Ofwat’s approach encourage investors to increase leverage and reduce investment?
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AnalysisNet zero: Can institutional investors address the UK’s housing challenge?
If the UK is to reach net zero, it will need to do something about its swathes of inefficient housing
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AnalysisAnalysis: Infrastructure looks well placed amid inflation
What do higher-for-longer interest rates mean for infrastructure investments? Christopher Walker investigates
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AnalysisIPE Real Assets May/June 2023: Investors sit out the market
Are institutional real estate investors on the sidelines? The latest numbers from MSCI Real Assets would suggest so. US commercial real estate transactions in the third quarter of this year fell by 56% relative to Q1 2022. Sales of office properties were the weakest since 2010.
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AnalysisReal estate valuations: Where are the writedowns?
Why is real estate in continental Europe not correcting with the same speed as the UK? Christopher Walker delves into the inconsistent world of European valuations
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Opinion PiecesGuest view: The prospects for long-term investing in Saudi Arabia
The country is buoyed by energy prices, expanding tourism and robust demographics, writes Alexis Crow
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AnalysisWhat do interest rate rises really mean for real estate investors?
Moves by central banks this week could have implications for the asset class
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AnalysisMIPIM: It is not 2008, but 2023 is just as challenging
The mood in Cannes reflected the overwhelming array of uncertainties facing property investors
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Opinion PiecesGuest view: Let’s have easier fund access rights for UK managers in Europe
EU and UK should build on the pragmatism of the ‘Windsor framework’, writes Melville Rodrigues
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AnalysisIPE Real Assets March/April 2023: Follow the data
CapitaLand Investment recently established its first China data centre development fund, raising S$530m (€372m) and seeding the vehicle with two projects in Greater Beijing that are expected to be worth S$1bn when completed.
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AnalysisIPE Real Assets January/February 2023: A natural progression
There is a growing sense that, as the institutional investment industry enters 2023, momentum is building in the world of natural capital, agriculture and forestry
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AnalysisUS real estate: ‘pencils sharpened, not pencils down’
PGIM Real Estate is forecasting a US recession for 2023, but that is not a reason to avoid the market
