Latest Analysis – Page 4
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AnalysisSolvency II reform – finally an end to Europe’s cognitive dissonance?
Europe should take note of the UK’s intentions to reform its post-Brexit insurance regulations, writes Barkha Mehmedagic
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AnalysisIPE Real Assets September/October 2022: Infrastructure faces its next test
Among other attributes, infrastructure has always been billed as an asset class that can provide a stabilising influence on portfolios at times of volatility, disconnected from the swings of the public markets and – in many cases – economic cycles. This selling point was tested during the pandemic. Putting to one side the disruption to transport assets, which have subsequently recovered, it largely passed.
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AnalysisIPE RA Conference: Infra investors need more data to hit net-zero targets
Data among four key risks for asset class during decarbonisation efforts, delegates hear
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AnalysisIPE RA Conference: Boost investment to escape energy crisis, IEA warns
Projects could be hampered by inflation, supply chain issues and a shortage of specialised labour
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AnalysisAnalysis: Real estate investors pause and reassess global markets
Transactions volumes and return expectations fall as market enters ‘price discovery’ mode
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AnalysisChurch Commissioners: Forests are valuable in more ways than one
Chris West explains how responsible forestry has become a mainstay for the investment portfolio
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AnalysisNet zero: How EBRD’s HQ went from core investment to value-add project
Ten years after PNB bought One Exchange Square, the 1980s building is being overhauled
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AnalysisAnalysis: MSCI’s long-awaited global property index could be well timed
Quarterly valuation index arrives 10 years after IPD acquisition and should complement RCA indices
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AnalysisA choice for real estate fund managers: Luxembourg or UK?
UK managers should reconsider the future of their fund jurisdictions in view of treaty change and the UK funds regime review
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AnalysisIPE Real Assets July/August 2022: The net-zero marathon has started
There is a race on, and everyone must take part. But no one yet knows the course or the difficulty of the terrain.
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AnalysisInflation will reveal weaknesses in real estate assets
Real estate is widely regarded as a hedge against inflation, which is running at a 40-year high. Residential investments seem set to outperform the rest, finds Lauren Mills
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AnalysisMangroves: A natural route to resilient infrastructure
Alejandro Litovsky explains how these deep-rooted forests can be used to boost climate resilience in real assets
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AnalysisWhy Coima RES founders want to take the Italian REIT private
Public markets will not be able to support planned growth phase, says Manfredi Catella
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AnalysisIPE RE Conference: Investors must play catch-up on physical climate risk
Physical risk not being priced or mitigate to the same extent as transition risk
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AnalysisIPE RE Conference: Investors debate social impact amid rising rental controls
Real estate investors ‘on the cusp’ of major push into social impact investing
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AnalysisIPE RE Conference: Geopolitical risk and inflation here to stay
Bruno Maçães tells delegates in Amsterdam how the battle to ‘set the rules’ has only just begun
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AnalysisHow can investors ensure fair market valuations for alternative investments?
Fund managers of illiquid assets face growing scrutiny and complexity, writes Ingo Wichelhaus
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AnalysisAnalysis: The dismantling of AMP Capital
Florence Chong looks back at the history of the real assets fund manager
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AnalysisIPE Real Assets May/June 2020: Inflation shoots up the agenda
As IPE Real Assets magazine went to press, the monetary policy committee of the Bank of England (BoE) was due to meet and is widely expected to increase interest rates by 25bps to 1%, the highest level since 2009. Like many central banks, the BoE is grappling with inflation, which in the UK rose to 7% in March, its highest level in 30 years.
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AnalysisAnalysis: Ukraine and inflation throw up difficult questions
How will war and the prospect of stagflation affect European real assets and investor behaviour? Richard Lowe reports
