Latest Analysis – Page 10
-
AnalysisReal estate 2024 outlook (part one): Things can only get better?
It has been a year to forget for investors. Christopher Walker reviews what 2023 means for real estate markets in 2024
-
AnalysisCOP28 reaction: A ‘shuffle’ rather than a step forward
Investors read between the lines of ‘transitioning away from fossil fuels in energy systems’
-
AnalysisReal estate industry urges EU to develop new product labels for SFDR
INREV submits model response to SFDR consultation, proposing phase-out of Article 8 and 9
-
AnalysisAnalysis: German renewables funds have to wait for beneficial tax reforms
Germany’s efforts to enhance its capital markets through the Financing for the Future Act have been accompanied by a delay in finalising regulations for fund investments in renewables. Luigi Serenelli reports
-
AnalysisIPE Real Assets November/December 2023: RE AUM growth turns negative
When IPE Real Assets surveyed institutional investors about their real estate allocations in April this year, it became clear that a slowdown had started. Real estate had been one of the most favoured asset classes during a decade of low interest rates.
-
AnalysisAnalysis: The demise of UK property funds?
The news that M&G would wind up its flagship vehicle prompts questions about the viability of the open-ended funds in the UK. By Richard Lowe
-
AnalysisAnalysis: WeWork hands in its resignation
What does this week’s bankruptcy mean for landlords and flexible office competitors?
-
AnalysisAnalysis: Has wind power peaked for institutional investors?
Turbine developers battle financial headwinds and investors face lower returns
-
AnalysisAnalysis: UK govt advised to attract more private infrastructure investment
National Infrastructure Assessment published two weeks after HS2 U-turn
-
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
-
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
-
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
-
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
-
AnalysisInvestors target infrastructure for inflation protection and net zero
Cost-of-living crisis raises concerns over political/regulatory risks, survey and conference suggests
-
Opinion PiecesGuest view: Real estate’s ‘triple threat’ from the climate crisis
The challenging economic environment may hinder the implementation of sustainable practices
-
AnalysisAPG launches CRREM-compliant listed property index for Dutch pension funds
Dutch investment manager creates passive solution to filter out poorly performing listed stocks
-
AnalysisThames Water: Lessons of reputational risk for pension funds?
Institutional investors might change their perceptions of such ‘safe investments’ in the future
-
AnalysisThames Water: Private equity model was allowed to ‘outflank the regulator’
Did the Ofwat’s approach encourage investors to increase leverage and reduce investment?
-
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
-
AnalysisAnalysis: Infrastructure looks well placed amid inflation
What do higher-for-longer interest rates mean for infrastructure investments? Christopher Walker investigates



